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Hi
Simple Invoices looks awesome so far but just wanted to ask...
With recurring invoices, do I first set up the first invoice for the customer with its date as today, or whenever and then go to 'Recurrence' and set the start date as the next interval?
So I send out first invoice for example on 1st May, then make recurrence as every month and make the recurrence's start date June 1st? Or would I make the recurrence start date 1st May too? I wouldn't want the same one going out twice.
Also, does the system log all invoices sent out and paid, so I can print/save them all for tax returns? Is there a way to 'Export All'?
With the 'Billers' section, I don't need to use the PayPal bits right, as I don't use PayPal? There will only be one biller - me and my company, so I'd just make one biller right? Not sure why there is an option to do multiple billers?
Thank you.
Matthew -
Hi Matthew,
You would need to create a regular invoice first and then create a recurring invoice using this original invoice. The recurrence start date should be set to the next time you would like the invoice to be sent. For example if your origin invoice was issued on June 1st you would set the start date to July 1st.
There are a number of reports available for getting hold of all past invoices. Go to Home > All Reports. Unfortunately there is not an 'Export All' feature at this time.
You can ignore the PayPal fields if you don't want to use PayPal. The rest of the system will work fine.
Some users have different companies under different names which is why we built in the ability to have multiple billers.
I hope this helps.
Matt
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