Hamish
1
Version: v5.10.43
Environment: Docker
Is there a way to create a quotation that when approved by the client, becomes a recurring invoice immediately?
I do know that I can clone the invoice from the approved quote and make it recurring…just wondering if there is a better way?
hillel
2
Hi,
It isn’t supported in the app but should be possible using a script with the API or a tool like Make.
Hamish
3
Thank you
Basically looking to automate some of our processes when we sell recurring services to a new\existing client.