How to create a Recurring Invoice

If you do not already have an invoice for a customer and you want to make a new recurring invoice, click the recurring invoices button on the left menu.

• • Then click 'create' in the upper right. 

• • Or from the customer click 'Options' then 'New Recurring Invoice'. 

When creating a new recurring invoice it is important to check the customers name, interval, start date, terms, if you would like the payment to automatically process or not, and check the email settings. 

• • If you want to add a plan for filtering convenience you can pick from existing plans or create a new one here.

• • If the invoice is set to process on the 1st of each month, AND the customer needs to be invoiced for the current month, remember to backdate the start date so it will run. 

• • You will see the invoice details change as well, to show the 1st invoice will run within 24 hours, and then it will process the 1st day of each month until the stop date if given.  

• • Next you will want to add a new item and add any memos that are applicable. 

• • Click the green 'Save' option in the top right and now you will see the recurring invoice reflected for the customer. 

 If you already have an invoice created for the customer that you would like to make recurring, click the 'options' button in the top right, then 'Make Recurring Invoice'. 

• • Double check the invoice details to make sure they are correct for this invoice. It is important to check what the next recur date will be, as well as the end date. Also check the email settings to make sure notifications will go out. 

• • Make sure to select the correct start date, Interval, and terms for the invoice. 

• • Then hit 'save' and you will be able to see the recurring invoice for the customer.  

Recurring invoices can be created or updated using a CSV import.

• • Visit our Recurring Invoice CSV Import article for details.