Recurring Invoice Question

Self-Hosted | v5
1

v5.12.4-W174

Recurring Invoice and Auto-Email is perfect and does what it does, however I have 1 scenario where I would like the invoice created so that I can add the Tasks to the invoice. However this seems to be a Global Yes/No (Settings > Work Flow > Auto Email) when sending the invoice once generated.

Is there a way for a single Recurring to be generated in draft so that I can manually add tasks, or whether there is a way for Recurring to add all tasks marked as completed when generating the recurring invoice?

Or if you point me to relevant post as I more than likely missed them as they are similar to other posts which didnt seem to have a current solution.

2

Hi,

The settings can’t be adjusted for a specific invoice but they can be adjusted for a specific client or group. You’d want to click ‘Settings’ for the client and then adjust the workflow settings.

3

Well, Im learning something new everytime that there is settings for ‘clients’ - thank you hillel this will work for what I need.

1 Like