How to create recurring invoices

Video Guide

Are you considering creating a recurring invoice for a customer you invoice regularly? This feature saves you time and effort to create invoices regularly for the same customer.

Create a recurring invoice

Select Sales

Under Sales, select Recurring Invoices.

Add recurring

select + Recurring

Set recurring detail

Set Recurring

Select repeat this transaction every one or more times a Day, Week, or Month.

Select a start date and end date

Select the option save as draft, save as approved or approved, and email.

If you select approved and email, you’ll have the chance to edit the email message to your customer.

Fill out the form with the information you want to appear in every instance of the invoice.

Save

Select Template if you want to change invoice template for recurring invoice.

Select Save.