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How do I specify the date on which invoices recur?
I'm creating some invoices which I want to recur every year on a certain date. However, FreeAgent will only let me create invoices which recur on today's date. So for example, if today is the 24th of April, and I want to set an invoice to recur every year on the 1st of January, how do I do it?
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Inappropriate?Hi Tim
To do this simply set the invoice date to 1st Jan 2009 and select 'Annually' for the recurring period.
I’m happy to help
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This answers the question
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Thanks Olly, but I want to send the invoice today. So it needs to have today's date on it, then recur again every year on the 1st of January. I'm guessing I just need to send the one I've made, then create a copy of it and do what you said with that one. -
Ah, I see. You're right, to do this just create a one-off invoice for today, then set up a copy to recur on the 1st Jan.
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Inappropriate?Hi,
Before I put in a lot of work and kick myself, just want to check something. I am about to create a lot of invoices on 1st of Sep which will all recur on 1st of each subsequent month. No problem so far. Although each invoice is created on 1st of the month, items will be added throughout the month and the invoices will then all be re-dated to the last day of the month and sent. IN September this will all look fine and the invoices will be redated to 30 Sep and probably sent on 1 Oct. Will this cause any problems for the invoices which I am expecting to be created on 1st October on the recurring basis?
I’m unsure
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