Dynamic Accounting Period / Service Period on Recurring Invoices
S
Summer Dickens
We use recurring invoices for monthly services that are billed in arrears. We would like a way to dynamically display the applicable service/accounting period on each recurring invoice along with the corresponding reoccurring projects(S).
For example, an invoice generated on October 1 would be for services performed in September, and we would like the invoice line to automatically display something similar to:
Monthly Bookkeeping – September 2026
And link to the reoccurring Monthly Bookkeeping (September 2026) project.
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S
Summer Dickens
Also, providing a recurring billing schedule view showing all active recurring invoices and their next scheduled invoice date to be able manually adjust the next reoccurring invoice would be nice.