Duplicate or Setup Recurring

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Duplicate Transactions:

Simplifying and speeding up tedious processes is core to the success of any accounting software. All modules in Financio comes complete with a Duplicate function for you to easily create identical or similar invoices, bills, transactions or journal entries.

Method 1:

Select the down arrow ⯆ found beside the transaction you'd like duplicated and select 'Duplicate'.

Method 2:

To duplicate, select view on an approved/draft transaction you'd like to duplicate. 

Next, select duplicate found on the top corner of the selected transaction.

Lastly, select Save & Approve. *Note: You may amend necessary information.

We're certain this will help you save even more time in managing your accounting books!

Alternatively, if you have recurring invoices to be issued to your customers on a monthly, quarterly or annual basis, you may also explore Financio's recurring invoice function to automate the invoicing process.

Recurring Invoices

Do you raise similar customer invoices on a weekly, monthly, quarterly or even a yearly basis? We know how tedious and time consuming raising invoices can be from the feedback we've received. With the recurring invoice feature, you can now schedule and automate the creation of these invoices to be sent to customers without further hassle. Simply, follow the simple 2 steps below to get started.

Step 1

Head over to Sales tab and create a new invoice.

Step 2 

Toggle On for recurring invoice located at the top of the create invoice page.

In the Every* drop-down menu, choose between monthly, weekly, yearly, quarterly (every 3 months) or bi-annually (every 6 months) 

On Date*: Choose a date between 1 - 28, the invoice will be created and sent out on the selected date.

End Date (Optional):  Indicate if you'd like the automation to end after a particular period.
(You may click on the calendar to choose a date or type in the column)

Once setup, go ahead and complete the remaining details of the invoice before hitting the save & approve.

*Important Notes* 

• Please make sure you've switched on the e-invoicing for your contact and the email address is valid. Otherwise, the invoice will not be sent. 
• Always make sure that the details filled up in the invoice are relevant for recurring purposes.
• Please make sure the payment term* is correct.