Recurring invoices - dynamic line item descriptions
Idea suggested by Gordon Maughan 5 years ago
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 in the line item description 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 line item descriptions to be updated automatically each month 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'm new to Clearbooks and have been through all the related ideas and posts on the above subject, and there are many of them all duplicated, all with between 1 and 9 supporters. Added together, there is significant demand for this fix.