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Repeating Invoice Placeholders

Placeholders are converted to text when recurring invoices are created, allowing certain characteristics to automatically update on each repeat.

For example, you might way to outline the subscription period or include the start date for the billing cycle. Either way, placeholder text lets you achieve what you need.

The possible placeholder values include:

[ThisPeriod] 

    • e.g. Jan 2021 – for monthly repeats, returns the month name and year for the issued (or created) date of the new invoice.
    • e.g. 27 July 2020 – for weekly repeats, returns the day, month name and year starting Monday of the issued (or created) date for the new invoice.

[LastPeriod] 

      • e.g. Dec 2020 – for monthly repeats, returns the month name and year for the previous issued (or created) date of new invoice.
      • e.g. 20 July 2020 – for weekly repeats, returns the day, month name and year starting the previous Monday of the issued (or created) date for new Invoice.

[NextPeriod] 

    • e.g. Feb 2021 – for monthly repeats, returns the month name and year for the next (or created) date of new invoice.
    • e.g. 3 Aug 2020 – for weekly repeats, returns the day, month name and year starting the next Monday of the issued (or created) date for new invoice.

[Period]

    • Returns a description of the repeating period – e.g. “Monthly”, “Quarterly”, “Half yearly”, “2 monthly”, “Yearly”, “Weekly”.

Examples

[Period] subscription starting 5 [NextPeriod]
BECOMES
Monthly subscription starting 5 Jan 2021.

 

[Period] starting Monday [ThisPeriod]
BECOMES
Weekly subscription starting Monday 20 Jul 2020.

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