Thank you Caren. I was also wondering if I set the custom field up this way (with the months) would I have to still remember to change that month every time a quarterly bill goes out? For instance, I receive a new client in the month of January, I set the bill cycle to the month of April (that is the month the bill needs to go out). After the bill goes out, do I have to change that month to August (for the next quarterly cycle?)
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