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Xandele88
Level 1

Recurring and manually Invoicing

Good day, I have invoices that are recurring and invoices I have to do manually. 

How do i know which ones has to be done manually, as I need to adjust the manual invoices according to each clients monthly telephone calls. 

 

The ones that are recurring, are ones with a set amount monthly. 

 

The invoices that have to go out manually are charges that differ from month to month per client, depending on their call costs. 

SO... What I want to know is, how do i know which clients I have to invoice manually, as i dont know where to look for them? 

1 Comment 1
john-pero
Community Champion

Recurring and manually Invoicing

Gear icon>Lists>Recurring Transactions

 

Here you will see all invoices set to auto-post. Since you have several that require a monthly edit I would suggest setting all of those to "reminder" status instead of autopost. You will be reminded and prompted to enter each of those, giving you a chance to edit as necessary before saving

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