Yearly recurring invoices automate your billing process, ensuring timely payments and minimizing manual effort. Here's a step-by-step guide to help you set it up.
Steps to Create a Yearly Recurring Invoice
Step 1: Navigate to Income
->Recurring Invoice
Step 2: Click on + New Recurring Invoice
to create a new entry.
Step 3: Select the Client Name from the dropdown menu.
Optional: Add a Reference Number or change the Currency as needed.
Step 4: Under Repeat Every, select Yearly as the frequency.
Step 5: Set the Starting Date and End Date.
If no end date is required, tick the checkbox No End Date
below the end date field.
Step 6: Choose the Payment Term from the dropdown menu.
Step 7: Enter the Item Details:
- Specify the items included in the invoice.
- For multiple items, click + Add Another Item to include additional entries.
Step 8: Add Attachments or Notes (Optional):
- Attachment: Upload relevant files, such as receipts or invoices.
- Memo: Add notes for internal or external reference.
Step 9: Click Save
to finalize the setup.
After saving, you’ll be redirected to the Recurring Invoice Table, where you can view and manage your newly created recurring invoice.
Benefits of Using Recurring Invoices
- Automates billing for long-term clients.
- Ensures timely payments.
- Reduces manual workload and potential errors.
Need More Help?
If you encounter any issues or need further assistance, feel free to reach out to our support team at support@fynloapps.com.
Related Topics
📤 Exporting Recurring Invoice Data
🗑️ How to Delete a Recurring Invoice
🔧 Customizing Display Fields in Recurring Invoices