johnmcpa
Level 2

Banking

So, if I have monthly and weekly invoices for rental of equipment and I have created invoice templates that include the start and end of the rental period being invoiced, how do I set these up so they are included on a list; allowing me to update the rental period before I send it out? It seems like scheduled templates will just create the invoices without me updating them. Skip does appear on some of my reminders, but not all of them. It seems like once I have used the template to generate an invoice, the skip option is no longer available, but the next date still does not update.