Overview

Recurring invoices help automate billing for clients with regular payment cycles. This article covers how to create and manage them.

Key Features

• Automate invoice creation based on predefined intervals.
• Set start and end dates for recurring schedules.
• Include detailed customer and billing information.

Step 1: Creating a Recurring Invoice

1. Navigate to Sales > Recurring Invoices.
2. Click Add Recurring Invoice.
3. Configure the following:
   • Customer: Select the client.
   • Frequency: Choose the billing cycle (e.g., weekly, monthly).
   • Start Date: Set the start date for the recurring schedule.
   • End Date: Optionally set an end date or leave it open-ended.
   • Items: Add products/services.
4. Click Save to activate the schedule.

Step 2: Managing Recurring Invoices

• View all recurring invoices in the Recurring Invoices section.
• Edit or cancel recurring schedules as needed.

Tips

• Regularly review recurring invoices to ensure accuracy.
• Notify clients in advance about upcoming recurring charges.