How to create a recurring invoice.
        
     
    
        
            
                
                
                    
                        How to create a recurring invoice.
                    
                    
                        
                            
                                Written by  Kore Admin Official
                                
 24 May 2022, 14:27
                            
                         
                     
                    
                        How to setup a recurring invoice in your project management and crm account.
                    
                 
                
                    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'