Recurring invoices allow you to automatically send a duplicate invoice at a designated time and ends after so many occurrences. You will select the email template that is used (same for all invoices that are sent in this recurrence), and create the invoice (Same invoice sent each time for this recurrence). This works well for users who want to bill for monthly services, that never change.
Set up your Recurrence
To send a recurring invoice, you first need to access your clients project. Once there, use the "add new" button to begin creating your invoice.
Once you've started your invoice, you can add in items, or select a template. Please note: If you're using a template, be sure to select the template prior to setting up your recurrence options.
Once you've added your items, you can set your "Recurring Settings" by selecting the "recurring invoice" checkbox in the invoice header.
Once selected, you'll be prompted to set up your Recurring Settings which will allow you to how often you want each duplicate invoice to send, the email template that will send that invoice, and when the invoices will stop sending.
The first option to update is the "send every" field. You can choose to send a duplicate invoice on a weekly, monthly, or yearly schedule using the drop down as shown below:
Next, select the email template you'd like to use, or create one from scratch:
Finally, decide when you want the invoices to stop sending. You can set the invoices to stop after a certain number of occurrences
on a specific date
If you decide you'd like to update your recurring invoice settings you can do so by hitting the pencil icon as shown below:
Once satisfied, you can save your settings and finalize your invoice. Once saved, you'll be prompted to start the recurrence. Simply click the "Start Recurrence" to schedule when you want the invoices to begin sending.
Before, the system allows you to send the first invoice, you'll need to confirm when you want the recurring invoice to start. If you're starting the recurrence the day of creation the invoice will send right away once you hit the "start" button.
Once you hit "start" your recurring invoices will be scheduled and can be viewed on the project overview.
You can also view all recurring invoices from the "documents" page
If at some point you need to stop the Recurring Invoice, you can do so by following these instructions.
As always, feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!