• Import Invoices, with a field set to create recurring invoices

    Hello! I'm trying to get our invoicing more streamlined, and I need to bulk import invoices, with them set to recur annually. Is that possible? I noticed in the import template there is references to "recur Number" and "recur frequency" fields, which…
  • Problems editing recurring transactions

    Hello everyone, I am trying to edit information for a customer that has a recurring transaction. Since it is January, this customer still has 11 open invoices for the remainder of the year. I went into February's invoice and edited the information I…