Customer level preference to send recurring invoice automatically
I would like to be able to select which customers are automatically sent new recurring invoices. Currently I think I can set all to DRAFT or all to OPEN. Is it possible to finely tune this feature?
AdminReshma
(Community Manager, Zoho Corporation)
shared this idea
Hi there,
We would like to inform that in Zoho Invoice, you can now set these preferences at recurring invoice level. Meaning, for each recurring invoice profile you create, you can choose whether it needs to be saved as draft/sent/charged and sent.
(Earlier, it can be set only as a global preference and cannot be altered for individual recurring invoice profiles).
You can try this out and share your feedback at support[at]zohoinvoice[dot]com
Regards,
Reshma
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Simon Higgins
commented
Fantatstic! Thankyou for listening I have wanted this for years!
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Louis
commented
And I'd like to be able to select which Recurring Invoices are automatically sent!
I.e. Recurring level preference.
Thanks!