Quote that becomes recurring invoice?

Self-Hosted | v5
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?

2

Hi,

It isn’t supported in the app but should be possible using a script with the API or a tool like Make.

3

Thank you :wink: Basically looking to automate some of our processes when we sell recurring services to a new\existing client.