I'm looking to generate some sales quotes that are either to be billed on a monthly recurring or quarterly recurring basis, but I can't seem to find a way to do this. So far my one-off sales have been perfect, but I'm unsure how to get these recurring items in.
For example, if I created a quote that was just the monthly costs, my forecast in the dashboard would be way off; equally if I did a 1 year price and then had this changed when it goes to invoice (we use Xero) then again it would be all over the place.
Is there a good and simple option for this by chance?
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
2
Share
Report
All responses (
Answers (
