Creating recurring invoices without having to generate them manually every month or at the required period considerably reduces the time spent on invoicing.
Creating and managing recurring invoices without associating them with a visit, quote or job makes it easier to track revenues and regular payments, ensuring smoother accounting. Automating recurring invoices reduces the risk of human error, ensures that recurring invoices are sent on time, and improves payment regularity too!
This functionality is available on the Premium plan
By activating online payments and payment-related automation, you'll ensure that your income comes in faster and more professionally.
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📙 Step-by-step guide
Here's an example:
You have an ongoing contract, and want to generate recurring invoices without creating a quote.
These invoices are to be sent to the customer monthly for the next 4 weeks.
Open or create the invoice
In the Invoice date section, click on Repeat invoice
Choose to repeat: the desired number of times per week, month or year
You can also apply more advanced settings, such as the day of week, the day of month, etc.
Choose the number of invoices to generate
Confirm details at the bottom and Save
Note
It is normal that invoices created in the recurrence are not displayed in the invoice list for this customer. Don't worry! Invoices will be generated two days before the dispatch date preset in the recurrence.