Recurring credit notes: save time and effort
Templates for recurring credit notes
Recurring invoices for existing customers have long been integrated into your daily routine integrated into your daily routine and created in easybill.
Learn here what you need to keep in mind.
Whereas you create recurring credit notes manually over and over again. Here, too, you could rely on templates. Fortunately, this is now very easy and unproblematic with easybill.
The advantages of recurring credits
Entrepreneurs write not only invoices, but often credit notes with similar content in a regular cycle. For example, when customers return goods or you have agreed with the customer on a regular discount. One entrepreneur also issues recurring credit notes for commission payments.
However, if you create a new credit note manually for each transaction, this costs time and is also a source of errors. On top of that, you need to keep the deadlines in mind if, for example, you have agreed on a regular credit note with your customer.
You can avoid all this if you use the recurring credit function. You don’t want to have to think about this all the time? With this new function, you can rely on your easybill invoicing software from now on.
Create a recurring credit note with easybill
Curious now? Then why not try it out for yourself and create your recurring credit note via easybill. By the way, this great feature is not only available for credit notes, but also for offers and orders. For this, the program uses the texts and information stored in the corresponding template. This saves you time, which you can in turn use for other tasks in your company – or for additional free time.
The advantages at a glance:
- Customizable templates
- You can flexibly adjust the date and frequency of the recurrence and set an end date for the last recurring credit in advance
- Using the “Draft” function, you can check the recurring credit note again before sending it, if necessary, and no completed document is generated.
- If you wish, you can leave the dispatch of your recurring credit note to easybill – by e-mail, by post or by fax
- To keep track of your recurring credits at all times, you can receive an automatic notification by mail via easybill after each dispatch
