Recurring line item per customer

Milo

Is there a way to have a line item added to a new invoice automatically depending on the customer?

Here's the situation:
A customer has decided to start wiring the payment to me instead of sending a check, but my bank charges me a wire service fee which the customer has agreed to pay.

So that I don't forget, I want it so that when I select the customer to bill, that expense is automatically added to the invoice.

Barsin

Hey there @Milo

Unfortunately this cannot be done, however a lot of times our users duplicate their invoices, which create all of the same line items from a previous customer. I'm not sure if that will be of use for you, but it's worth exploring as an option.

Milo

Duping is good enough for now. Thanks!

Now, is there a way to add invoices to the Dashboard so I don't have to make the extra clicks to get to a duplicatable invoice? I know, I'm a lazy sot!

AlexL

Hey @Milo . Unfortunately not! You do have to navigate to the Invoices page to do so.