Hi. Anyway to change the ‘Description’ of a recurring invoice when generated, via user input.
I have recurring invoices monthly and 3 monthly. Invoices are fixed price.
I set monthly’s to generate on the first of the month and 3 monthly on the 2nd of the month (every 3 months).
I would like to set the description of the invoices when the ‘Create’ button appears. ie. a text box next to Create button to enter text like “services for 01/01/2018 to 31/01/2018” when the monthly’s appear, and different text for 3 monthly’s etc.
This is to replace the default description of the recurring invoice, not the line items.
At the moment, the only way I see this to happen is to generate the invoices then edit each one.
I understand that if I generate the recurring invoices on the 3rd of the month from the start of a new quarter it will incorporate all invoices (monthly and 3 monthly) but that’s the users problem for not running on the day required etc.
Any help appreciated as we are looking at moving to a new accounting package.