It is now possible to create a recurring invoice if you have the Explore or Plus plan.
A recurring invoice is an invoice that is repeated or duplicated during a certain predefined period. It can also be sent automatically if you want.
Here is how to proceed:
How to create a recurring invoice
Create an invoice like normal, whether it is by adding elements to the calendar or from the Invoices page.
Step 1: Preparation
You now have a new option top of the invoice; you can now click on Repeat this invoice to create a recurring invoice. By checking the box, new options will appear.
Repeat the invoice
You can select a planning; do you want to send your invoice weekly. bi-weekly, monthly, yearly?
The cycle is the number of times the invoices must be repeated.
Ending is the date the sendings must be completed.
It is also possible to use the calendar to choose a specific date.
If you want to send your recurring invoice automatically according to the dates chosen previously, you only need to mark the box Send automatically.
Please note that it is not possible to create a recurring invoice in the past. It can be only created in the present date or future. If you want to create a recurring invoice that takes place in the future, you can by changing the date located top. It will update the date automatically.
Where can you view all your recurring invoices?
If you create a recurring invoice, on the left menu, you will see the Recurring Invoices tab.
Click on it to have a summary of all recurring invoices.
To see all the invoices of a recurrence, click on the arrow located right.
It is possible to end an ongoing recurring by clicking on the End Recurrence button.
How to modify a recurring invoice
What can you do to modify a recurring invoice?
You will find all the next invoices to be sent under the Invoices tab. It is the place where you can modify your invoices.
If you want to modify all your recurring invoices, end the recurring and start a new one with the right information.
If you only want to modify one of the invoices, go to the Invoices tab, and click on the wanted invoice to modify it.