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quickuser2011
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Thank you for your response...

 

let me add and ask for further clarification...  what I was also indicating is that the intended logic is that these customers will rarely be invoiced manually and instead be invoiced repeatedly and monthly on the same date and time for recurring based products and services setup upon the customer creation.

 

So again I know the process would be manual as to select the correct invoice template the first time products and services are added to a customer. But next month when the products and services renew automatically will they be created on the specifically set invoice template set originally?

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