Article avatar

To create a Recurring Invoice:


  1. First, ensure all customer data has been entered and is accurate.
  2. Go to 'Finance'
  3. Then 'Invoices'
  4. Then click 'Add Invoice' in the top right corner 
  5. Then fill in the information as needed. The more detail the better, this will help with your records and your customer's records. 
  6. Ensure that you have already created a product or service under the 'Products' tab
  7. Ensure all information is correct
  8. Select the 'Is it a recurring payment?' drop down. Select 'Yes' 
  9. Fill in the data as needed
  10. Then click 'Save'