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Segmented Invoices based on renewal date

I have about 500 annual memberships with different renewal dates.  Can I send scheduled invoices based on date?

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@Bcrp Are you wanting something more than you can get by setting up recurring invoices?  You can set up a recurring series, even different ones for different types of memberships/renewals, save them as templates and then use them to create invoices for each customer.  I don’t know of a way to do that for multiple customers at once, so it will be labor intensive at first.  But, after that, it should take care of itself.

Chip

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Piper’s Ice Cream Bar, Covington KY USA
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Sounds like i would have to create a new separate invoice for each customer, time consuming but only have to do once. They would be custom invoices. 

i wonder if i should create separate csv files for each membership date and type?

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I’m not sure if that would help you. I know of no import function for invoices, currently. I could see where that could be a very useful feature in situations like yours — download a template, fill it in on your spreadsheet app, then upload it. You should put in a feature request, for sure — https://www.sellercommunity.com/t5/Feature-Requests/ct-p/Beta-Feature-Requests

 

As I said, you could create templates for each membership type, filling in the stuff that stays the same. Then create invoices from templates, adding customer info, dates, etc. That’s all I can see that would speed the initial work up a little.

Chip

If my answer resolves your issue, please take a minute to mark it as Best Answer. That helps people who find this thread in the future.

Piper’s Ice Cream Bar, Covington KY USA
Website
Facebook
Click here to see a list of third-party apps I use to add functionality to my Square account!

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