I’ve been using quickfile as an invoicing system primarily but want to now make it my full accounting system logging and not just invoicing. Apologies if I ask questions over the coming weeks that may be a little silly.
My first question please, I have several services that I am subscribed to for my business that reoccur monthly. Is it possible to set up recurring payments out of my account (similar to how I set up my own recurring invoices to my customers), or do I need to add them manually?
Leading on from that, two of these services may every now and again change the fee slightly. For example, my banking fee is usually a set fee however if someone pays via cheque one month, I also have to pay an additional fee for paying in the cheque. If I can set up recurring payments, can I modify one without changing the recurring profile?
My first question please, I have several services that I am subscribed to for my business that reoccur monthly. Is it possible to set up recurring payments out of my account (similar to how I set up my own recurring invoices to my customers), or do I need to add them manually?
Leading on from that, two of these services may every now and again change the fee slightly. For example, my banking fee is usually a set fee however if someone pays via cheque one month, I also have to pay an additional fee for paying in the cheque. If I can set up recurring payments, can I modify one without changing the recurring profile?
Please look at the “Auto Tagging” and “Manual Confirmation Mode” in the link above.
