any way to add a dynamic month field on the invoice for when work was conducted?

rndigitalrndigital Member Posts: 3

I raise an invoice June 1st for payment in 30 days (annoying I cant set to 28) for work done in May. However noweher on the recurring form does it allow that info to be added.

Is there not a field for something like {{last_mm_yyyy}} or {{this_mmm_yyyy}} or {{next_month}} that woud auto populate, so in the above example my line item could be "consultancy services for {{last_month_year}}" returning "consultancy services for 05 2019" or something?

Thanks

Comments

  • ChelseaKChelseaK Administrator Posts: 261 admin

    @rndigital It's an interesting idea! While there isn't a field for this information to auto-populate on invoices, you can certainly add it to the 'Notes' section of your invoice. You could also head to Settings > Invoice Customization and create a standard memo which will auto-populate your Notes section when you go to create an Invoice. You can then adjust dates slightly as needed. :)

  • rndigitalrndigital Member Posts: 3

    but can I do that automatically or every month do I have to update all the invoices? The point of recurring is that it is automated, and if I have to go and change May to June to July etc that takes away from the usefulness?

  • VuzaneStudioVuzaneStudio Member Posts: 1

    I'm also struggling with the same thing. I have recurring invoices for my consulting services that I invoice for the month worked each month end. It would be great to have custom fields/shortcodes we could use that will automatically update and populate as per field instruction, just as you have accurately articulated in your comment above. It would be easier if we didn't have to update current month everytime the invoice is created for that billing month. It seems insignificant but it would add so much value and convenience.

  • JamieDJamieD Administrator Posts: 1,145 admin

    @rndigital You would need to update it since once you add a memo in the notes section it will remain there until it's edited (on a recurring invoice). Again, this could be something that's more customizable in the future as we look into improving our invoicing feature, but we still don't have any immediate plans for this.

    Appreciate the feedback and +1 one you've given us here as well @VuzaneStudio. For any feature additions/future plans to improve our invoicing section we will definitely let our users know.

  • OutstaffOutstaff Member Posts: 4
    They have this feature on Kashflow but unfortunetly some months their system doesn't actually send the invoices which is no good. Is there any plan for this in the future as we need it as well.
  • OutstaffOutstaff Member Posts: 4
    JavaScript getMonth() Method?
  • olmoolmo Member Posts: 2

    I'm currently trying to do the same thing. it's a pity it does not work out of the box. I would love to include the current month in the Item description field on the invoice. for instance, if my product is named "monthly fee", the description could be automatic to "February 2020"

  • EmmaPEmmaP Administrator Posts: 639 admin

    Hi @olmo! Thanks for your feedback on this! At this stage I have no further news on when/if this particular feature would be available but we appreciate your added insight.

  • olmoolmo Member Posts: 2

    Thanks, it's all about automation and making life easy. I don't like making repetitive work, especially if it opens the opportunity for human error, in this case, I often forget to update the month and send the invoice with the wrong "description"

    edited January 24, 2020
  • AscentDigitalAscentDigital Member Posts: 3

    Just wanted to voice support for this addition! I have spent the last couple days trying to come up with a way to add it, it seems like such a basic need for so many of us. I do appreciate the software and hope this could be added in the future!

  • GPearsonGPearson Member Posts: 3

    I would love to see this as well. A client wants to see the Description be Contracted Services for {Current Month}. I am trying to move to wave from Invoice Ninja because of the Payroll, and Accounting that Invoice Ninja does not do. Once this and other feature on Late Payments automation can be added, I can leave them and move fully to wave.

  • ConnorMConnorM Member, Administrator Posts: 1,229 admin

    Hey all! Thanks for your continued feedback here, and we definitely appreciate hearing how this feature would improve your Wave experience. There have been no further updates on this matter, but the feedback is always great to have.

  • RichardLimRichardLim Member Posts: 1

    Hi, I would like to have this feature too! A recurring invoice should be something that I can set up and then not have to think about it. It should save me work. Right now, each month's invoice looks exactly the same, if not for the date and the invoice number. Having a dynamic field would make it more obvious to the recipient what month's work this current invoice is for. This should be a basic feature.

  • HugoCatellierHugoCatellier Member Posts: 1

    A must have feature, at least dynamic current invoice month or year that could be displayed in item description or the invoice note, please!

    edited October 4, 2020
  • AccountsProAccountsPro Member Posts: 104 ✭✭

    I agree we really need this.

  • willdobsonwilldobson Member Posts: 2

    Please add the [ current month ] feature for use in recurring invoices.

  • BarsinBarsin Administrator Posts: 2,041 admin

    Thanks for bringing this back to our attention folks.

    Presently there are no updates on this feature request, so I do apologize but don't hesitate to reach out if you have other ideas to contribute.

  • thorsolutionsthorsolutions Member Posts: 1

    I just sent in a feature request before googling and stumbling upon this thread, its quite surprising that for such a well built platform such a basic requirement is not being fulfilled even after more than a year of requests made by clients. I understand that this service is free and you have no plans for a paid SaaS version, but honestly, it makes one wonder whether keeping it free compromises feature requests such as these. For me personally, this is a deal breaker, it is very crucial for me to ensure that the invoices say the month and year, I have made a makeshift arrangement by saying "For the period of 1 year from the date of Invoice" But it doesn't look professional and will be hunting for other options.

  • BarsinBarsin Administrator Posts: 2,041 admin

    Hey there @thorsolutions

    Thanks a lot for your feedback here. We always appreciate business owners use case scenarios and how this applies to their business. I understand the lack of this feature my cause an inconvenience for how your business operates and I hope you know our team is always looking through our community for feature ideas.

  • bookofdombookofdom Member Posts: 2

    Renewing this request for 2021!!!!

    I couldn't agree more with the feature request. I currently have to touch every invoice each month because this doesn't exist; otherwise, billing would be automated.

    edited February 9, 2021
  • scottyBscottyB Member Posts: 3

    I'm a new customer coming over from Freshbooks and this feature would be key

  • CKELCKEL Member Posts: 5
    Could you set up recurring invoices to expire at the end of each month and enter the description as “Work completed in may” or whatever? That way you would only have to do it 12 times per year instead of for each invoice.
    edited April 11, 2021
  • KiahDKiahD Administrator Posts: 85 admin

    Hi @CKEL!

    You can set up a recurring invoice to repeat as often as you like throughout a month, using the Custom option when setting the schedule, and then have it end at the end of the month.

    However, it isn't currently possible to add a message for the customer when the recurring invoice ends. A workaround to this is to send the invoice manually. You can do so by opening the invoice, clicking More actions > Send by Gmail, Outlook, Yahoo. From there, you can add your custom message in the email :smile:

  • CKELCKEL Member Posts: 5
    That question was directed to the previous posters as a possible workaround for this issue.
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