You can activate this feature for free from the Gems section in the Holded Store. Learn here how to create a recurring invoice.
A recurring sales invoice is an invoice that is repeatedly sent to the same customer over a specific period of time. This prevents you from manually creating the same invoices for the same contacts every month, quarter, or year. Each of your sales invoices can become recurring so that they will be generated automatically.
Bear in mind that a recurring invoice is not yet an invoice: it is a document that can be converted into an invoice in the time frame that you decide.
What can you do with recurring invoices?
Create
Edit, duplicate, convert, and export
Delete
Manage your list of recurring sales invoices
Import your recurring sales invoices
About converting invoices to recurring ones
When converting a sales invoice into a recurring one, you will have to determine:
- Interval
It will mark how often the invoices will be issued (Daily, Weekly, Biweekly, Monthly, Bimonthly, Quarterly, Semiannual, Annual) - Start
Date when the first invoice will be issued - End
Date when the invoice will stop to be issued
By activating the automatic sending option, you will be able to make the invoices send themselves.