- Location
- Wiltshire
I have a bank charges heading code. Bank does send me an invoice. Interest paid also has its own code but no invoice so I create 1. These invoices which change little each month I have as repeating bills. They then get created automatically each month I just change the reference and amount if required and add the copy of the invoice then confirm it.
Saves a lot of time.
A tip if you set up a repeating bill, by reference it says insert placeholder. Put month/year in this. In the reference box the month and year will show. Then you know which month that particular bill is for handy for quarterly vat. Put the year as after you have done the bill for a whole year you will get a duplicate reference error each time you do that bill if you don’t.
This works just let he same for invoices. It’s how I have my milk cheque set up.
Bg
Saves a lot of time.
A tip if you set up a repeating bill, by reference it says insert placeholder. Put month/year in this. In the reference box the month and year will show. Then you know which month that particular bill is for handy for quarterly vat. Put the year as after you have done the bill for a whole year you will get a duplicate reference error each time you do that bill if you don’t.
This works just let he same for invoices. It’s how I have my milk cheque set up.
Bg
