Recurring invoice dynamic date text

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.

+1 for this.

As some one who sells services on a monthly basis, It is important to state on the invoice which month is being charged for as it avoids disputes caused by paying in advance/arrears for services several years after the service was originally set up.

This would be great for recurring journal entries too

Hello Darren and Sam,

Please can you add your likes to the post.

If there are enough likes on the Idea, the development team will look into adding this in the future.

Vanish

+1 for this!

This is a must by now...please Clearbooks!

Come on Clearbooks!!!

Me too