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GreggP
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Is there truly no available database filed e.g. [Invoice No.] [customer first name] to insert the upcoming month on recurring invoices? The vast majority of invoices sent by firms specify the billing period "August 2021" in the invoice and/or email. Clients are being audited regularly and not having the period the invoice is for causes these invoices to be flagged in an audit. I spent an hour trying to get online staff via the phone to answer this and 2 agents had no idea what I was talking about and claimed they could not escalate. You take more money from us with online and yet provide less features and service...truly unfair. 

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