Reply To: Recurring invoices

  • Eric Mielke

    April 17, 2023 at 3:34 pm

    Yes that would be an issue.

    In that instance, in addition to the recurring item set up, what I would do set up a sales price for that customer/item. Then when you generate the invoice the recurring sales line will bring in the item and it will pull the price from the customer sales price.

    You can set up the price by going to Prices & Discounts > Prices on the customer card, then you just need to select the applicable item and set its price.

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