How do I create a recurring invoice?
- Go to the 'Invoices' tab.
- Click on 'Recurring Invoices' sub-link. This opens the 'All Recurring Invoices' page.
- Click on the 'New Recurring' button on the sidebar. This opens the 'New Recurring' page.
- Enter values for the following fields
Recurring invoice schedule
To setup a schedule for the recurring invoice you need to enter values for the following fields
| Repeat Every | Indicate the billing frequency in this field. A schedule is generated based on the frequency you enter here. For example, enter two in the text box and select month(s) from the neighboring drop-down to generate and send invoices once in every two months to a customer. |
| Start Date | The date on which you want the first invoice to be generated. |
| End Date | The latest date on which you want an invoice based on this schedule to be generated. You can leave this field blank if you want the recurring invoice to be open ended. |