Hello,
I sell services yearly. I hope to have 1000 customers and will utilise the Recurring Invoice facility. I need to be able to easily review yearly Recurring Invoices, before the next one is sent and I am researching the best method.
I also have monthly Recurring Invoices.
Currently on the Recurring Invoices screen the Schedule column displays the Next Invoice Due date, but I cannot discern from this column if this is a monthly or yearly Recurring Invoice. I therefore use the Short Ref. field and add a suitable ref. EG Review March 2015.
The problem is if you have a lot of invoices this is a very manual process.
Feature Request
When creating a Recurring Invoices Profile I would like the option of adding a review date if required.
Creating the review date to be as simple as possible. For yearly invoices perhaps a dropdown option of 1 month before or 2 months before etc.
On the Dashboard I would then like to see Recurring Invoices review reminders.
Perhaps a click of a button would then display the relevant Recurring Invoices on the Recurring Invoices screen. I would of course then need to be able to reset the renew date to +1 year.
This Feature would help greatly in managing yearly Recurring Invoices.
Regards
Paul