Recurring invoice dynamic date text

Idea suggested by Darren Green 9 years ago

For recurring invoices I'd like to have dynamic text, so that the summary text can be dynamically generated with the date.

Template would be - "Services for {mmm yyyy}"

Output on generated invoice would be - "Services for Nov 2013"

I'd like this in the Summary text, but it may be nice in the line Details text as well

9 Replies

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.


This would be great for recurring journal entries 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.

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.

+1 for this.

Come on Clearbooks!!!

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

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