How to setup Recurring Invoice

Modified on Thu, 30 Nov, 2023 at 2:41 PM

*** Only Available on Desktop ***


Create a recurring Invoice to automatically create a draft invoice for a customer with repeating line items and prices to repeat for a set number of times.


Go to Sales > Invoices > Recurring Invoices and click +Add Recurring Invoices.

 


It navigates to the New Recurring Invoice page. Fill-in all required details. For recurring, select Daily/Weekly/MonthlyRepeat Every and Ends. 



Refer below screenshot to fill all details: 


You can see Invoice preview below. Child Invoice is generated automatically. You can also add it manually by clicking +Add Child Invoice. 


On the Add Child Invoice pop up, click Add Invoice. It will navigate to Edit Invoice page where you can input details and Save. 


You can see all child Invoices here.


Here is a video showing how to do this.


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