How to create recurring invoices for subscriptions

In the Sales app, create one Product which corresponds to your subscription item.

Then create a first Invoice with the product and any linked items (company, contact, etc…). Use the Product Description/Note field within the Invoice Product list to enter the Billing Period.

Note that there is also a note field for the Product in the Products section, which is copied over to the Invoice when you first add the product, but you can then edit the field in the Invoice independantly.

For the next period, simply Duplicate the first invoice (function available in the web app only), change the invoice number and product description to the new billing period.

Invoices can be exported as PDF, both from your web account and from your phone.

Create and link Custom Form to any record

We added a great new feature: you can now create a new Form from any record in Upvise.

  • In the  view Contact, Company, Project, Event or Opportunity, just tap on the + button in the toolbar, there is a new Form item
  • Tap on it, then select the form template you want

In the Activity Tab or section, you can see all linked forms for the record.

This new feature is available now in Upvise for Android and will be published next week for iOs and Windows Phone.

Make sure you have the latest version of Upvise Pro CRM  for Android in Google Play.

newform