How to Create a Recurring Invoice?
Recurring invoices allow for efficient time-saving, ensuring accuracy, managing regular payments, and facilitating easier monitoring of invoice flow.
How to do it?
- Open the INTEGRATIONS list
- In integrations list find and install the RECURRING INVOICE AUTOMATION
- In the left navigation bar, you will find RECURRING INVOICES. Click on it
- Click on CREATE A RECURRING INVOICE
- Enter the desired period, frequency, start date, and time
- To ensure that the invoices are not only created but also sent, activate the option Send generated invoices to the client
- Fill in the remaining necessary data
- CREATE the recurring invoice
- You can adjust and manage the recurring invoice by expanding it
Updated on: 03/06/2024
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