Sales
To create a recurring invoice
- Select “Sales” from the navigation menu.
- Select “Recurring Invoices”.
- Click the button “New Subscription”.
- Select the “Invoice Layout” using the drop-down menu.
- To customize recurring invoice layouts, please refer to the tutorial “Creating Invoice Layouts“.
- Input the recurrence details
- Subscription Name: Input the name of the recurring invoice subscription/ ongoing service.
- Generate Invoice Every: Specify the recurrence interval by selecting “Days“, “Weeks“, “Months” or “Years” using the drop-down and input the number of the selected interval.
- Occurrences: Input a number of the recurring invoice occurrence in case you wish to generate an exact and limited number of invoices, in that case, set the field “Generate Invoice Every” to “1”.
- Set “Occurrences” to “0” or leave the field empty in case you wish to deactivate the automatic recurrence manually.
- First Invoice Date: Set the date of the first invoice occurrence; automatically set to the current date.
- Issue Invoice Before {Optional}: Input a certain number in Days to specify issuing the recurring invoice before its due date (i.e. the “First Invoice Date”).
- “Active” Checkbox: Checked by default, uncheck in case you wish to deactivate the recurrence.
- “Send me a copy of the new generated invoices” Checkbox: Check in case you wish to be automatically sent a copy of the following recurring invoice
- “Display “From” and “To” Dates in the invoice” Checkbox: Check in case you wish to display the duration of the invoice occurrence.
- “Enable automatic payment for this invoice“Checkbox: Check in case your client wished to automatically pay the recurring invoice.
- Note that this option is currently integrated only for “Stripe” users.
- Select the recurring invoice “Method” using the drop-down menu from
- Send via Email: to send the invoice to the client’s email.
- Print (Offline): to print out the invoice to the client.
- Select the “Client” to whom the invoice is issued using the drop-down menu.
- Click the button “New” to add a new client on-screen.
- For more information on adding clients to the CRM database, please refer to the tutorial “Adding a new Client“.
- Click the “Currency” abbreviation next to the button “New” to edit the invoice currency using the drop-down menu.
- For detailed steps, please refer to the tutorial “Changing an Invoice Currency“.
- Input the recurring invoice details
- Ledger Account: Specify a ledger account as required; initially set to “Default Account”.
- For more information and in case this field is not visible, please refer to the tutorial “Invoice Ledger Account” to review the required pre-requisites.
- Payment Terms: Input the number of days before the invoice becomes due, calculated from the issue date.
- +: Click the “+” sign to add an extra Custom Field to the invoice.
- Input the custom field label.
- Input the field’s value.
- Ledger Account: Specify a ledger account as required; initially set to “Default Account”.
- Input the recurring invoice items following the detailed tutorial “Creating an Invoice“.
- Input the invoice additional options following the detailed tutorial “Invoice Advanced Options“.
- Add additional “Notes/ Terms” as needed.
- Click the “Preview” button; click the drop-down to “Web Preview” or “PDF Preview” the recurring invoice before saving.
- On preview, click the button “Close Preview” in case you wish to go back to make edits to the recurring invoice.
- Click “Save“.
- On viewing the recurring invoice, you can display the previous invoice(s) details as well as the next upcoming recurring invoice.