How to create a recurring invoice.
How to create a recurring invoice.
How to setup a recurring invoice in your project management and crm account.
Written by Mydev Management Official
17 Aug 2022, 14:29
To create a Recurring Invoice:
- First, ensure all customer data has been entered and is accurate.
- Go to 'Finance'
- Then 'Invoices'
- Then click 'Add Invoice' in the top right corner
- Then fill in the information as needed. The more detail the better, this will help with your records and your customer's records.
- Ensure that you have already created a product or service under the 'Products' tab
- Ensure all information is correct
- Select the 'Is it a recurring payment?' drop down. Select 'Yes'
- Fill in the data as needed
- Then click 'Save'
