Accounting Ideas

Recurring invoice due to end - Prompt via e-mail 60 days prior

I set up recurring invoices for customers with end dates in 3 years, 2023,2024 etc my old system prompts me 90 days prior to advise this is due to end, which in turn prompts my sales team to then contact the customer or send a new quote. This then generates business for ourselves and is a source we rely on. Can you advise if this could be implemented

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  • Nov 25 2020
  • One For The Future
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