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Question

Flexible Date on Invoices?

  • January 24, 2024
  • 5 replies
  • 26 views

Jack Fleming

Is there a way to add an automated date change box to an invoice? 
I send monthly invoices to a client, who pays via check, and I always have to send them manually. Is there a way where I can make it automated where it will always send an invoice (even if not paid online) every month with that date?

5 replies

Diana The Finer Points
Luminary
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Can you use a recurring invoice for this?


Jack Fleming

Can you use a recurring invoice for this?

Don’t think so? I don’t know if recurring invoices are connected to payment. Would they send a new one each month even if not paid online? 


Diana The Finer Points
Luminary
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But you would mark it as paid every time you get a check right?


Megan Curtis at Calypso Studio
Explorer
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You could set up a recurring monthly invoice and then just mark it as paid once you receive the check.


Cassie H of Premier Ops Spot
Community Legend
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Yes! Recurring invoices work for this. I have a client on retainer who pays me by check. When they pay, I mark it as paid manually. It will send the invoice regardless of whether they pay or dont (even though they've never missed a payment)..