How do I schedule recurring invoices?

The following tutorial will guide you through setting up your automated invoicing:

1. Go to Invoices tab

2. Click “Recurring”

3. Click the “+ New Recurring Profile” button.

recurring-button

 

 

4. Next you’ll be prompted with the following screen:

recurring-setup

5. Fill in your invoice schedule.

a) Starting Date: date of the first invoice to be created.

b) How Often: weekly, monthly, quarterly etc.

c) How Many Times: specify a number, otherwise leave blank for unlimited number of repetitions.

6. Fill in your invoice data (client, settings, line-items etc.).

7. Click the “Save”button.
Sit back and relax 🙂