I have created a recurring invoice for every month end. But at the moment i have to edit the description manually every time. I want automate this. For eg. “Rent for the month of February 2025”
How can i get this done
Use Form defaults is button at the bottom of the recurring invoices in Settings.
. Check Guides.
Yes i have used the form defaults for that. I have written in the form defaults “Rent for the month of [ write the Month Year]”. Because i could not find a way to automatically generate the month and year. Like a code like this {{ ‘now’ | date: ‘%B %Y’ }}. I am basically asking what is the correct code to generate current month and year in the format “February 2025”
@eko do you think this can be done? i remember in an email if we put {{Reference}} it will automatically retrieve the invoice number there. i am trying to achieve a similar result here.
Not in the description or similar fields. Maybe as code in the footer, but am not sure. Others may have ideas on this.
You could use a Footer with “Merge Tag” for Sales Invoice.
- Set up Sales Invoice Footer:
- Set up Recurring Invoice with Footer selected:
To get this result:
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This looks interesting, but still this is not what i was looking for. I was trying to put it in the description of the invoice. It seems there is no way we can do that.
Correct as I already posted:
One way is to create a non-inventory item for each month. Create and add a recurring invoice for each tenant for each month invoicing annually. This becomes a little messy as you have 12 recurring invoices for each tenant. I also had to do this when I was using Quickbooks.
Another way if you think it will work is to copy all recurring invoices to clip board drop into spread sheet , Do a blanket change of column by using Replace Text function, and then import back into Manager.