Sales
How to view a Recurring Invoice?
A recurring invoice (Subscription) is an invoice that can get created automatically each day, week, month..etc. It’s an easy way to bill your customers throughout a certain period without losing track.
- Click on “Sales” from the main dashboard at the left.
- Click on “Recurring Invoice“.
- You can search for the name of the subscriber and the client.
- Click on “Advanced Search” to display more choices for filtration.
- Click on “View” to display the required subscription.
- Click on “Select Status” drop-menu to change the subscription status. <note: “Select Status” drop menu only is shown if “Enable Invoice Manual Statuses” ticked in “Sales Settings” for more info please review the “Invoice Statuses” tutorial>
- Click on “General Info” to view the subscription details for the client.
- Click on “Upcoming Invoice” to view the upcoming invoice details for the subscription.
- Click on “Previous Invoice” to view the previously issued invoices for the subscription with the option of viewing the invoices with the PDF format.