What you should do is generate a manual sales invoice or payslip for the actual customer or employee one time. Then, use the
Copy to function to copy that transaction to a recurring transaction. The recurring transaction will be populated with the same information as the one you copied from. For example, if you hire Raj, you will create a payslip for him once, copy it to a recurring payslip, then just generate future payslips from the recurring payslip when they come due.
Further to our discussions, it is requested to please add a feature of ‘Copy to’ in Payslips in order to bring efficiency for creating new payslips with Clone and Copy to Reoccurring rather than creating reoccurring and adding all items for each payslip every time.
Write this up as a suggestion. Include your justifications. I will add it to the ideas category (where it will be considered along with 200 others already there).
I hope you will take it up from here. Thank you!!
Split this topic
January 17, 2021, 6:29pm
5 posts were merged into an existing topic:
Copy payslip to reccuring payslip