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Penny10
Level 3

Every customer needs to have 7 line items on their invoice. I tried bundles. Is there a way to retain the individual line item amts as opposed to just the bundle amt?

 
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Best answer February 08, 2020

Best Answers
Adrian_A
Moderator

Every customer needs to have 7 line items on their invoice. I tried bundles. Is there a way to retain the individual line item amts as opposed to just the bundle amt?

You can try the recurring invoices option, Penny10.

 

This let's you create invoices with the same items automatically on a regular basis. You can follow the steps on how to do it:

 

  1. Click the Gear icon, and then select Recurring Transactions.
  2. Click the New button.
  3. Select Invoice as the transaction type, and then OK.
  4. Enter a Template name.
  5. Select either Scheduled, Reminder, or Unscheduled.
  6. Select the Interval, and the Start date.
  7. Fill out the PRODUCT/SERVICE, QTY, and AMOUNT.
  8. Click Save template.

 

I've added this article for more information with regards to recurring invoices: How to schedule recurring invoices.

 

Feel free to tag my name if you still need my assistance.

View solution in original post

2 Comments
Adrian_A
Moderator

Every customer needs to have 7 line items on their invoice. I tried bundles. Is there a way to retain the individual line item amts as opposed to just the bundle amt?

You can try the recurring invoices option, Penny10.

 

This let's you create invoices with the same items automatically on a regular basis. You can follow the steps on how to do it:

 

  1. Click the Gear icon, and then select Recurring Transactions.
  2. Click the New button.
  3. Select Invoice as the transaction type, and then OK.
  4. Enter a Template name.
  5. Select either Scheduled, Reminder, or Unscheduled.
  6. Select the Interval, and the Start date.
  7. Fill out the PRODUCT/SERVICE, QTY, and AMOUNT.
  8. Click Save template.

 

I've added this article for more information with regards to recurring invoices: How to schedule recurring invoices.

 

Feel free to tag my name if you still need my assistance.

View solution in original post

Penny10
Level 3

Every customer needs to have 7 line items on their invoice. I tried bundles. Is there a way to retain the individual line item amts as opposed to just the bundle amt?

@Adrian_A Thanks for the help. 

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