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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Reoccurring Invoices: Step 1: Build an invoice exactly how you want it. This includes taxes, customer info, additional customer tie-ins, notes, dates, amounts, everything. This invoice will be duplicated exactly as is. Note, if you have taxable values, you need to create a new master invoice if the tax rate changes. Step 2: Go to the reoccurring invoice homepage. Click on the add new reoccurring invoice. Fill in the settings and assign the master invoice number to the new invoice created. Ideas on the add new reoccurring invoice page: (from layout - see scans in photo gallery – multiple pages) - Initial page: Show date range: - Flag current date - Only show days that need attention - Once we duplicate it, reset a date for next action - On an add, set first real duplicate date |