Merging a month into the "Invoice Description" text area

Idea suggested by Luis Navarro 9 years ago

Hi there

I want the following to appear as the title on a recurring invoice:

{MONTH} IT Support invoice (e.g.) May IT Support invoice

So the {MONTH} respresents the month in which the invoice is created.

It would also be useful if the "Invoice Description" text could be merged into email subject lines. I have to do this manually for each invoice email.

7 Replies

I'm for this, think it's been asked for a few times previously.

The payroll bills that get imported are done so in this fashion so i'd presume the technology exists in the system somewhere already (just a guess by a non-techie!)

Could we have {MONTH} and {YEAR} or {mm/yyyy} options too?

The facility to automatically update invoice line item descriptions are very important to any business like ours that will be issuing recurring sales invoices to many customers each month for services – it just seems common sense that the invoice narrative would read something like. ‘Web Chat service for the period 16th November 2015 to 15th December 2015’. To fully automate this the placeholder tags required would be: Previous month Current month Next month Previous year Current year Next year

Recurring invoices are certainly a very useful feature but I cannot think of any examples of a recurring invoice for services where you would not need to mention some kind of date and the lack of this feature makes the whole process pretty clunky and labour intensive as each invoice needs manual adjustment. I have been used to using IRIS KashFlow for recurring invoices and that system has this facility which enables invoice narratives to be updated automatically and users love it because there is no manual intervention at all once the recurring invoice is set up – it is created each month, description updated for new month/year etc, and emailed – perfect.

I wouldn't hold your breath - it seems we now have to pay for any new developments to the system regardless of what the competition offers!

Which competitors offer this? As my business is growing, this is becoming more and more painful

IRIS KashFlow has this facility but is lacking in other areas. I don't know enough about Clearbooks yet but I'm hoping it is slightly better overall.

Thank you. I'll check out Xero, which everyone is banging on about on other forums

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