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Status Already exists
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Guest
Created on Feb 19, 2019

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Make Month a variable.

It would be very useful to include a Month variable place holder in the body of a recurring invoice description text.

Each month I have to update the month text of every invoice I send out manually :-(   

I am unable to use automatically reoccurring Monthly invoices for this reason! 

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    • Guest
      Reply
      |       Feb 21, 2019

      Hi Julie,

      Could the option named "Date Substitutions" be added to the normal invoices?

      Wayne

    • Guest
      Reply
      |       Feb 20, 2019

      Hi Julie,

      This just what I needed.

      Wayne

    • Julie Shepherd
      Reply
      |       Feb 20, 2019

      Hi Wayne, thank you for your suggestion, I'm pleased to say that this functionality is already available in KashFlow.  When creating a new recurring invoice, or editing and existing one, there is an option named "Date Substitutions" just above "Add Line item" and "Add Comment".  Clicking in here will give the details of a number of variable placeholders that can be used in the description text.  Hope that is useful for you.