How do I Setup a Recurring Invoice for an Invoice?

Updated on March 7, 2017 02:04am by Admin

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. Enable the recurring invoices to generate 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

  1. Log in and access Invoices app from your universal navigation menu bar.
  2. Click on "More" and select "Settings" located at the app header bar.
    invoice settings Dashboard
  3. Click on  “Recurring Invoices" from "Payments" drop down from left navigation panel. 
  4. Toggle on “Enable Recurring Invoices” 
  5. Enable the “Queue Invoice for Review” option, you would be able to view the created recurring invoices in “Active state under “Recurring Invoice” menu.
  6. Enable the “Automatically send the Invoice to Customer option, in order to send the invoice automatically.
    recurring invoices payment-settings
  7. Recurring Invoices gets automatically updated. Click here to create a new recurring invoice.

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