Setting up a recurring invoice

Steps

1. 1

   The Recurring tab

   On the Invoices page switch to the “Recurring” tab and press “New recurring invoice”. Give it a name (for example Monthly maintenance).

2. 2

   Enter the customer and items

   Choose the customer and type the lines and amount. Prices stay as you write them; the product’s current price is not looked at.

3. 3

   Pick the frequency

   Every week, every month, every few months or yearly. Enter the first invoice date; the first and following dates are previewed on screen.

4. 4

   Set the end

   Type how many invoices should be issued, or leave it empty so it continues until you stop it. You can also give an end date.

5. 5

   Email option

   If you like, an email goes to the customer when the invoice is issued. It is not sent to a customer without an email.

6. 6

   Save and watch it

   The record starts as “Running”. You can pause it, resume it or press “Issue now” to issue today’s invoice immediately.