Creating Recurring Invoices
To start creating recurring invoices you will first need to create an invoice template.
To do this in the top menu bar go to Modules > Invoicing > Invoice Templates.
Select ‘New Template‘.
Fill in the details of the recurring invoice as you usually would, such as customer name, address, title, category, costs etc.
Once you’ve filled in all the necessary info, click ‘Save & Close‘ in the top right corner of the window.
After creating the template, you can then set up the recurring invoice schedule.
You can do this by selecting Modules > Invoicing > Recurring Invoice Schedule.
Click on ‘New‘ in the top left-hand corner.
You’ll be able to choose the customer, template (choose the template you just created), and set up the schedule details. This includes setting the recurrence pattern – how often the invoice recurs. For example, “the first Monday of every month” – and the start/end date.
Once you’ve filled in all the required information, click ‘OK‘.
Now the recurring invoice has been created and its schedule has been set. You can process any outstanding invoices you may have by going to Modules > Invoicing > Process Recurring Invoices.