Good afternoon,
We are a financial training company and we are selling online training courses / webinars.
Currently, if a client books a course on our website, they are able to request an invoice and make the payment later via BACS or credit card…
We invoice our customers (real estate) quarterly and so every quarter I'm manually entering around 40 invoices. The memorise recall function doesn't work great because I need to change the details of which quarter is being invoiced in the invoice each…
