How to create recurring invoice

Recurring invoices helps you save time, and ensure you always get paid on time. Here's how you create Recurring Invoices.

1. Click Sales in the left navigation of your screen
2. Click on Recurring Invoice.
3. Click Create a recurring invoice.
4. Add/edit the Subheading, Invoice Title and Business Information by expanding the header - Business address and contact details, title, and summary.
5. Select a Customer by clicking on Add or Select Customer. Either select the Customer from the drop down or search the Customer name.
6. Click Add an Item to add the product or service you are invoicing for and select it from the drop-down menu or by searching the item name. You can edit the details of the items if required.
7. Select a Currency from the drop-down menu. The default currency is set base on your Company's default currency.
8. Add/edit the Footer information by expanding the Footer section at the bottom of the page. If you have already set these when you customised your invoices in the company setup, they will appear automatically.
9. Click Save a recurring invoice
10. In the next screen, you will be able to set schedule for this recurring invoice.
    1. Set the frequency by selecting - Daily, Weekly, Monthly or Yearly
    2. Set the start and end time.
    3. Set the timezone.
    4. Click Save
11. After creating the schedule, enter your customer's email who will be receiving this invoice. You may select to have a copy this invoice sent to your registered email or have this invoice attach as a PDF.
12. Click Save to commit the changes
13. Review the details of the invoice below and click Approve Draft to start the recurring invoice job. Once you approve the draft, you will not be able to amend the recurring invoices details.