duplicate repeating transactions
It would be great if you could duplicate a repeating transaction with one click, rather than having to copy an existing one, change the customer, change the dates etc... Simple ! Hit duplicate, the email message, content and dates all stay the same (but can be modified if required)
1
vote
Sol
shared this idea
-
Sol
commented
In addition, it would be great if the email messages could contain [customer-name] tags so that you wouldn't have to keep re-writing the email content.
This is essential for repeating transactions of similar values / services / products that can be applied to different customers. I know I could use freshbooks or other solutions, but it would be great to have it all under one app