Skip to Main Content
Sage Business Works Ideas Portal
Status We're Taking A Look At This
Created by Coleen Graber
Created on Aug 3, 2023

Add the ability to update Recurring Invoice through an import

Customers use Recurring Invoices for regular monthly billing for things like a service they offer or property management uses for rent invoices. It is common for the rates to change. There is currently no easy way to change the amounts without going into each recurring invoice and manually changing the amounts and distributions.

If would be helpful if these could be changed using an import.

  • Attach files