Recurring invoices simplify your billing process by automating repetitive tasks, saving time, and ensuring consistent cash flow. This guide outlines the steps to set up a weekly recurring invoice.
Steps to Create a Recurring Invoice
Follow these steps to set up a recurring invoice that automates your billing process efficiently.
Step 1: Navigate to Income
->Recurring Invoice
Step 2: Click on + New Recurring Invoice
Step 3: Select the Client Name from the dropdown.
Optional: You may add a Reference Number and change the Currency if needed.
Step 4: Under Repeat Every, select the frequency asWeekly
.
Step 5: Set the Starting Date and End Date.
If no end date is required, click Remove End Date
below the ending date field.
Step 6: Choose the Payment Term from the dropdown menu.
Step 7: Select the Day of the Week for the recurring invoice.
Step 8: Enter the Item Details:
- Specify the items included in the invoice.
- For multiple items, click
+Add Another Item
to include additional entries.
Step 9: Add Attachments or Notes (Optional):
- Attachment: Upload relevant files, such as receipts or invoices.
- Memo: Add notes for internal or external reference.
Step 10: Click Save
to complete the setup.
Once saved, you will be redirected to the Recurring Invoice Table, where you can view and manage your new recurring invoice.
Benefits of Recurring Invoices
Recurring invoices save time, reduce manual errors, and ensure timely billing for consistent cash flow.
Need Help?
If you have questions or need further assistance, contact us at support@fynloapps.com—we’re here to help!
Related Topics
📤 Exporting Recurring Invoice Data
🗑️ How to Delete a Recurring Invoice
🔧 Customizing Display Fields in Recurring Invoices