Follow these steps to set up a recurring invoice in the system.
Step 1: Open the side navigation bar, go to the “Billing” section, and select “Recurring Invoices.”
Step 2: In the new screen, click on the “Recurring Invoice +“ button located at the top right corner.
Step 3: A form to create a new recurring invoice will open. Here, fill in the necessary details:
Invoice Name: Enter a name for the invoice.
Select relevant fields like Customer, Contract, Template, Repeat after (how often the invoice should repeat), Start Date, and End Date.
Step 4: Under Generate Invoice Before [X], select a date to prepare a draft of the invoice ahead of the generation date.
Step 5: Add products and expenses to the invoice by selecting or adding them to create a recurring billing item.
Step 6: Include any ad-hoc items that should also be included in the recurring invoice.
After completing these steps, save your settings, and your recurring invoice will be scheduled according to your preferences.