Recurring line item per customer

MiloMilo Member Posts: 2

Is there a way to have a line item added to a new invoice automatically depending on the customer?

Here's the situation:
A customer has decided to start wiring the payment to me instead of sending a check, but my bank charges me a wire service fee which the customer has agreed to pay.

So that I don't forget, I want it so that when I select the customer to bill, that expense is automatically added to the invoice.



  • BarsinABarsinA Administrator Posts: 694 admin

    Hey there @Milo

    Unfortunately this cannot be done, however a lot of times our users duplicate their invoices, which create all of the same line items from a previous customer. I'm not sure if that will be of use for you, but it's worth exploring as an option.

  • MiloMilo Member Posts: 2

    Duping is good enough for now. Thanks!

    Now, is there a way to add invoices to the Dashboard so I don't have to make the extra clicks to get to a duplicatable invoice? I know, I'm a lazy sot!

  • AlexLAlexL Administrator Posts: 1,514 admin

    Hey @Milo . Unfortunately not! You do have to navigate to the Invoices page to do so.

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