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The ability to include the month name in a line on a recurring sales invoice

For example, using something similar to a DATEDIFF function where you could enter a line in an invoice: "Email Hosting [MONTH]" but also if you are invoicing some items in advance and some in arrears to allow: [MONTH+1] and [MONTH-1]. Obviously this can be manually amended every month but it's not practical when you have perhaps 40 or 50 invoices all with multiple lines that would need manual adjustment every month.
  • Anonymous
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Jason, Thanks for your feedback. We are not currently looking at putting in short cuts such as this into KashFlow. Have you used this sort of functionality in an online system before? Thanks,
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  • Michael Freeman commented
    January 10, 2017 09:31

    Not sure If I have misread your post, but think this is what you are after?

    If you choose, you can automatically insert the name of the month or year that you are billing for in your repeating invoices.

    Simply include %m in the description field and each time an invoice is automatically created, the code %m will be replaced with the name of the current month.

    The list of available codes is as follows:

    %m Name of current month
    %m-1 Name of last month
    %m+1 Name of next month
    %y Year
    %y-1 Last year
    %y+1 Next year
    So if an item that has the description "Hosting of your site from %m+1, %y to %m, %y+1" was used on an invoice generated in September 2015 the resulting description would be: "Hosting of your site from October 2015 to September 2016"

  • Anonymous commented
    January 10, 2017 09:31

    I presume you are referring to repeat invoices? If so, click on the date substitutions link, it does all you need, I've used this for ages.

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