We're just learning the program (very basic grasp at this point) but can't seem to figure out how a monthly/quarterly regular service contract might get set up. We've been told that each contract would need to be set up as a job/project? Is this something we'll need to add manually each month a contract is due or is there a way for something to automatically generate these contract invoices? Anyone else using it this way?
Any help would be greatly appreciated! Thanks!
