Customize Recurring Invoice Handling Not Default
Currently there is a setting on how to handle recurring invoices. create, create and send, etc... You set these under company preferences.
I have 80% of my invoices that should be handled a specific way, but the other 20% a different way. For example, I want the default to be to create the invoices. But for 20% of my recurring invoices, it is OK to email them without being reviewed.
I would like the ability to specify whether each recurring invoice follows the default, or is handled differently. This way, anything that can automatically be sent will and I only have to edit / manage the invoices that need to be reviewed and manually sent out.
Anonymous
shared this idea
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Daniel
commented
A much needed and very logical feature. Without this feature, I currently have to set up automatic invoices that -don't- need review in a different service (i.e. not Zoho), and that just needlessly makes the accounting more complicated.