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 so that you won't have to manually create the same invoices for the same contacts every month, quarter or year: they will be generated automatically.
Each of your sales invoices can become recurring.
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.
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
If you need your recurring invoices to be created and sent automatically, simply activate the Auto create&send option.