How to Create a Recurring Invoice
1. Access the Recurring Invoices Section:
- Log in to your account and navigate to the Recurring Invoices or Recurring Billing section.
2. Create a New Recurring Invoice:
- Click on the "Create New Recurring Invoice" or "New Recurring Invoice" button to start the process.
3. Enter Business Information:
- Business Address and Contact Details: Ensure your business address, phone number, and email address are accurately entered. This information will appear on the recurring invoice.
4. Add Title and Logo:
- Title: Enter the title for the recurring invoice, such as "Recurring Invoice" or a specific identifier like "Monthly Subscription Invoice."
- Summary: Provide a brief summary or description of the recurring invoice purpose.
- Logo: Upload your company’s logo to personalize the invoice.
5. Enter Invoice-Specific Details:
- Invoice Title: Enter a specific title or reference for the recurring invoice, if different from the general title.
- Summary Example: Include a short summary or description of what the recurring invoice covers.
6. Bill To:
- Select Customer: Choose an existing customer from your list or Add Customer if they are not already in the system.
7. Invoice Number:
- Enter a unique invoice number or let the system auto-generate one for tracking purposes.
8. Invoice Dates:
- Invoice Date: Specify the date when the first invoice is issued.
- Payment Due Date: Set the due date by which the payment should be made.
9. Set Recurrence Details:
- Recurrence Frequency: Define how often the invoice will be generated (e.g., monthly, quarterly, annually).
- Start Date: Set the date when the recurring invoicing starts.
- End Date: (Optional) Define when the recurring invoices should stop, if applicable.
10. Add Items to the Invoice:
- Item: Enter the name or description of each item being invoiced.
- Details: Provide additional details or specifications for each item if needed.
- Price: Specify the price for each item.
- Quantity: Indicate the quantity of each item.
- Total: The total cost for each item (Price × Quantity) will be calculated automatically or manually entered.
11. Calculate Totals:
- Sub Total: The total cost before applying discounts or taxes.
- Discount: Apply any discounts if applicable. Enter the discount amount or percentage.
- Grand Total: The final total after applying the discount. The system will calculate this automatically.
12. Add Footer (Optional):
- Footer: Add any additional notes or terms at the bottom of the invoice, such as payment instructions, thank-you messages, or legal disclaimers.
13. Specify Payment Method:
- Payment Method: Indicate how payments should be made (e.g., bank transfer, credit card, PayPal). Include any relevant payment instructions or details.
14. Review and Save:
- Review all entered details for accuracy.
- Click on the "Save" or "Submit" button to finalize the recurring invoice setup.
15. Activate Recurrence:
- Ensure the recurrence settings are activated so that the invoice is automatically generated and sent to the customer according to the defined schedule.
