Set up a Recurring Invoice

If you have a certain customer that orders the same items on a regular basis, then you will be able to send them a reoccurring invoice.

All you have to do is select the invoice and click “reoccurring invoice,” that way you don’t have to process a new invoice each time the order comes into effect.
You can select the month any the day that the invoice is to be issued and the invoice will automatically be made.

Guide

If you sell the same article to the same customer again and again, you have a choice of making a Recurring invoice.

Making an Recurring Invoice

The easiest way to do it is this:

Point to an existing invoice and press ‘Use as Recurring Invoice’

Recurring Invoice setup screen

Select the months and day in month this invoice should be made

OR select it to be recurring each week, and select the weekdays

Weekly Recurring Invoice

Add Articles to the invoice

Click the tab ‘Articles for this subscription’ and make the adjustments you may need

Press OK and the recurring invoice is ready for use.

Using Recurring Invoices

From the main menu you select ‘Recurring Invoices’ / ‘Find Recurring Invoices ready for Invoicing’.

This could be the result:

Which means ‘Subscription no. 4 is transferred to an invoice numbered 7′.
The software automatically creates the invoice/invoices due for sending and places them in invoice drafts