duplicate recurring invoice
R
Ryan Blitz
We have the option to duplicate a one time invoice. There is currently no option to duplicate a recurring invoice. Use case: I would like to see how adding or removing certain things from a client's invoice will impact their finances. Additionally, if we agree to make a change for some time in the future, for example in 2 months add SEO and remove a blog. I would like to be able to duplicate the current recurring invoice, make the requested changes, and set the first invoice date for agreed upon future date. I would also then set an end date for the original invoice. This would speed up the workflow as we can make the changes then and there and not have to wait for 2 months to manually go in and make the changes.
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R
Ryan Blitz
It would also be helpful if we could take the initial approved and paid invoice and have it recurr and ask upon creation if we want to split it based on frequency of renewal (ie. daily, weekly, monthly, yearly).
Example: a new invoice was paid, there are solutions at the monthly and yearly level along with a 1 time setup. It would be helpful if we could take that invoice and duplicate it as a recurring, only have it ask to break the recurring into several, each of which tied to the frequency of renewal.