Regular payments

[Silverfrost]

We have a regular payment (same amount each month) for our broadband connection. Is there any way that I can set up QF to automatically create an invoice each month or do I have to create it manually every time? I know that I can set the bank tagging to recognise the payment but there needs to be an invoice to tag it to.

[Lurch]

Recurring purchase profiles

Introduction With QuickFile you can take any purchase invoice and use this as the basis to automatically repeat the purchase in accordance with a predefined schedule. This is useful for subscription based products such as broadband, rent and any type of recurring charge that tends not to change from one month to the next. Switching on the recurring purchase feature The recurring purchase feature is not enabled by default. To switch this feature on head over to Account Settings >> Advanced se…

[Silverfrost]

Thank you. I did try searching in the knowledge base/community but couldn’t find anything. All I needed to do was to switch on the feature in settings.

[Lurch]

No problem, I must admit even when I know what I’m looking for it sometimes takes me a few goes to work out what it was called or where it is!