How can I create a recurring invoice?
updated 2 months ago
1. Go to the Invoices page and then to the Recurring Invoices tab.
2. Click on the New Recurring Profile button.
3. Add or Choose a client you want to create the recurring invoice for.
4. Fill out the schedule options and set the start/end date and frequency.
5. Fill out the necessary fields in your invoice the same way you would on a normal invoice.
6. Optional: Add the Terms and Conditions, Payment Terms and/or Notes to the Customer
7. Click on the blue Save Invoice button.