UK Future invoices

SEW

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Sep 28, 2017
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Hi,
Does anyone know of an Accounting Package whereby I can get a report of invoices due to be produced in, for example the coming week?
My Sales team need this data, in order to upsell BEFORE the recurring invoice actually gets produced.
Neither Clearbooks nor Xero appear to be able to produce this report.
 

Steve-LevelUp

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Jul 18, 2016
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I feel as though the software you are looking for is more procedural driven rather than accounting drive. I know quickbooks as a recurring entry feature, so perhaps running a report of the recurring entries will show what is up for renewal. However, I think a CRM is probably better for what you are looking for as the CRM is a better candicate to manage your active subscriptions and the upcoming renewals rather than just what is in the accounting system.
 

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