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Convert Invoice to Recurring Invoice

Idea suggested by Barry Dixon 7 years ago

I use Recurring Invoices a lot but the initial invoice is usually different because of initial set up costs that don't occur in subsequent invoices. At the moment I have to create the initial invoice and then create one almost exactly the same, just without one or two items. It would be helpful to be able to convert an Invoice that has already been created into a Recurring Invoice. I can then edit it and remove any items it doesn't need.

3 Replies

Great suggestion, equally valid for bills from suppliers

Hi All,

This is now possible - click on any invoice number (quote or bill), scroll to the bottom of the menu and click on the Make invoice Recurring button.

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The details of the invoice will be filled out on a new recurring invoice template.

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