<?xml version="1.0" encoding="UTF-8" ?><!-- generator=Zoho Sites --><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><atom:link href="https://www.crmcio.com/blogs/tag/automation/feed" rel="self" type="application/rss+xml"/><title>CRMCIO - Blog #Automation</title><description>CRMCIO - Blog #Automation</description><link>https://www.crmcio.com/blogs/tag/automation</link><lastBuildDate>Mon, 10 Mar 2025 01:58:30 -0700</lastBuildDate><generator>http://zoho.com/sites/</generator><item><title><![CDATA[Automating your date description field in an invoice]]></title><link>https://www.crmcio.com/blogs/post/automating-your-date-description-field-in-an-invoice</link><description><![CDATA[Do you send out recurring invoices?&nbsp; We do, and the biggest challenge is that clients want to know which month our invoice is for.&nbsp; With Zoh ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_0IZMnDKPQGqrLnWecMASDw" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_oWhg47q0TiCPZGSvj4IvKQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_EOA28oiWTmaxSn7HlB1l5g" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_RHvDapCAR5KvKf88Ac-N_A" data-element-type="heading" class="zpelement zpelem-heading "><style> [data-element-id="elm_RHvDapCAR5KvKf88Ac-N_A"].zpelem-heading { border-radius:1px; } </style><h2
 class="zpheading zpheading-align-center " data-editor="true">How can you add a date to the description field while sending a recurring invoice?</h2></div>
<div data-element-id="elm_0DomOKHmThCgEBquB50CvA" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_0DomOKHmThCgEBquB50CvA"].zpelem-text{ border-radius:1px; } </style><div class="zptext zptext-align-center " data-editor="true"><p style="text-align:left;">Do you send out recurring invoices?&nbsp; We do, and the biggest challenge is that clients want to know which month our invoice is for.&nbsp; With Zoho Books you can automatically enter next week, month, year in the description or a date range, here's how</p><p style="text-align:left;"><br></p><p style="text-align:left;margin-bottom:8px;font-size:16px;">To add or subtract days,months or years, simply use the “+” and “-” keys. Eg:&nbsp;<span style="font-weight:700;">%(d+15)%,%(m+3)%,%(y)%</span>&nbsp;results in 15 days and 3 months being added.</p><p style="text-align:left;"><span style="color:inherit;"></span></p><blockquote style="margin-bottom:20px;font-size:17.5px;"><p style="text-align:left;margin-bottom:8px;font-size:16px;"><span style="font-weight:700;">Note</span>&nbsp;: The placeholders functions are very context specific, so please take care with the way they’re used.</p><p style="text-align:left;font-size:16px;"><span style="font-weight:700;">Example</span>&nbsp;: To add one month, use ‘%m+1%’ rather than ‘%d+30%’ since the latter would see your date jump from March 1’st to March 31’st (an addition of 30 days) and not April 1’st like required.</p></blockquote><p style="text-align:left;">You can see the full kb on this issue here</p><p style="text-align:left;"><a href="https://www.zoho.com/us/books/kb/invoices/add-date-recurring-invoice.html">https://www.zoho.com/us/books/kb/invoices/add-date-recurring-invoice.html</a><br></p><p style="text-align:left;"><br></p></div>
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