New Feature! Recurring Invoicing

New Feature! Recurring Invoices, Tally

Many companies use various tools and software to manage their finances and sales, such as QuickBooks and Salesforce. However, these tools often operate independently, which can lead to inefficiencies and errors in managing financial transactions.

To address this issue, Tally Integrations has launched a new feature that allows subscribers to send recurring invoices seamlessly. This new feature will help businesses save time and improve efficiency in their financial operations.

With this new feature, subscribers can name their recurring template and choose the interval at which the invoice will be generated. The intervals include daily, weekly, monthly, bi-annually, and annually, providing subscribers with flexibility in scheduling their invoices.

Subscribers also have the ability to choose whether they want the recurring invoice to end by date or by the number of occurrences. This feature allows subscribers to set up recurring invoices for a specific period, after which they will automatically stop. Alternatively, they can choose to set up the recurring invoice to continue indefinitely until they manually stop it.

Another great feature of this new tool is the ability to choose the invoice outcome. Subscribers have two options: save or save and send. With the save option, subscribers can save recurring invoices in QuickBooks without sending. On the other hand, the save and send option allows subscribers to save the invoice and automatically send it to their customers.

This new feature is a game-changer for businesses that want to streamline their financial operations. It offers a simple and efficient solution for sending recurring invoices to customers, reducing the time and effort required to manage financial transactions.

In conclusion, the Tally Integrations’ new feature for sending recurring invoices is a welcome addition to the QuickBooks and Salesforce integration. With this tool, subscribers can save time, increase efficiency, and reduce errors in managing their finances. We can expect to see many businesses taking advantage of this feature to streamline their financial operations and improve their bottom line.

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