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M1975
Level 1

Can you save a invoice to use on a regular basis as a saved transaction to save all the information on it?

 
1 Comment 1
SarahannC
Moderator

Can you save a invoice to use on a regular basis as a saved transaction to save all the information on it?

Hi there, M1975.

 

You can use Make recurring for this, I'll show you how to do it.

 

  1. Click the Plus icon.
  2. Select Invoice under Customer.
  3. Fill out the form
  4. Choose the type of payment you want to accept under Payment option.
  5. Then, select Make recurring.

Let's make sure to choose Scheduled from the drop-down Type then set the Start date and the End date. See the sample screenshots below:

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Once done, you can locate it in the recurring transactions.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Recurring Transactions under Lists.
  3. Then, choose the invoice you've created.

Another way that you might consider is to copy the invoice from the Sales Transactions. 

  1. Select Sales.
  2. Choose All Sales.
  3. Click Drop-down arrow under Action column.
  4. Then, click Copy.

Feel free to check these additional resources. It has articles about creating or editing templates and troubleshooting resources.

 

I'll be around if you have additional questions.