Recurring invoices allow you to automate your billing process, ensuring timely payments while reducing manual effort. Follow this guide to set up a monthly recurring invoice in just a few steps.
Steps to Create a Monthly Recurring Invoice
Follow the steps below to set up a monthly recurring invoice for automated billing:
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, tick the checkbox No End Date below the ending 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 Itemto 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 complete 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
Recurring invoices automate your billing process, ensuring timely payments and reducing manual workload.
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