It is now possible to use dynamic values to adapt the comment, reference or line of a recurring invoice.
These dynamic values are ideal for displaying a message on an annual invoice, such as "Service invoice for the period *YEAR* up to *YEAR_+1*"
How to use dynamic values?
For a better understanding of the explanations below, please first check the following article:
First step: Create a new invoice category
This new invoice category will allow you to "store" all the invoice templates (containing dynamic values) which you will then use to create your recurring invoices.
To do so, go to your invoices dashboard, click on the label icon (🔖) located at the top right and then click on "Categories".
On the new page, then click on the "Add category" button, name it then save:
Second step: Create the invoice model(s)
Create your reference invoice which will serve as a template for the recurrence and assign it the "Drafts for recurrences" category created in the previous step.
Third step: Insert the dynamic values
In the reference invoice, insert the dynamic value(s) in the desired field and then save the invoice in "Draft" status , so that no automatic numbering is assigned to it.
👉 Here are some available dynamic values:
*YEAR*: current year
*YEAR_+1*: next year
*MONTH*: current month
*MONTH_TEXT*: current month in full
*MONTH_+1*: next month
*MONTH_TEXT_+1*: next month spelled out
*QUARTER*: current quarter
*QUARTER_TEXT*: current quarter spelled out
Dynamic values can be used in reference, comment or invoice line fields and will depend on the new document date.
Step Four: Create Your Recurrence
⚡ Good to know: After creating a recurrence, you can add dynamic values to the draft invoice. This modification is not backdated, the dynamic values will only be added to the next invoices created.