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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Auto Pay Invoices Once A Month

in Ask A Guru 3 comments

A customer would like us to charge any open invoices to his credit card on the 15th of every month. I thought maybe I could create a saved search and schedule a billing operation to run on the 15th. But it looks like you can only bill sales orders with that method. Does anyone know of a way we could automate this type of thing or would we have to do this manually?

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