How do I Setup a Recurring Invoice for an Invoice?

Recurring invoice is flexible, letting you decide whether invoices are emailed out automatically. Send an invoice to your customers on a regular interval for the same amount of product/services provided and also schedule a specific time. Enable the recurring invoices to generate a new recurring invoice for the customer. Once the recurring invoice is generated, All the recurring Invoices will be shown under the following tabs:

Recurring Invoices Menu

Active:

All the currently active recurring invoices are found under this tab. There are action buttons to pause/resume the recurring invoice and/or to 'stop' the recurring invoice.

Stopped:

All the expired/stopped/completed recurring invoices can be found under this tab.

To be emailed:

All the created recurring invoices which are about to send to the customer can be found under this tab. (To be emailed)

Steps to Create Recurring Invoice in Invoices App

• Log in and access the Invoices app from your universal navigation menu bar.
• Click on "More" and select "Settings" located at the app header bar.

• Click on  “Recurring Invoices" from "Payments" drop-down from the left navigation panel. 
• Toggle on “Enable Recurring Invoices” 
• Enable the “Queue Invoice for Review” option, you would be able to view the created recurring invoices in “Active” state under the “Recurring Invoice” menu.

• Enable the “Automatically send the Invoice to Customer” option, in order to send the invoice automatically.
• You can also set the recurring time, based on the time that you want to send the invoice. The time zone depends on the Business time zone.
• Recurring Invoices gets automatically updated. Click here to create a new recurring invoice.

Related Links

• Set up Recurring invoice
• Apply Credit Amounts
• Customize Payment Terms