Accounting: Recurring Invoices

A recurring invoice serves as a template to create Invoices on a desired interval and can be configured to be expired on a certain date.

  1. Hover your cursor over the Sales tab and click Accounting.


  2. Click Recurring Invoices.


  3. Click New Invoice.


  4. Input a valid company name.
    • When you begin to type, autocomplete will assist you in displaying valid companies based on what you currently have typed.
  5. Select a repeat interval and a repeat value.
    • Repeat value must be a valid integer value.
    • This will define how often the invoice will generate.
  6. Choose a Start Date.
    • Upon selecting this field you will be presented with a calendar to select the desired date.
    • The start date will define when invoice generation will begin.
  7. Choose an End Date.
    • Upon selecting this field you will be presented with a calendar to select the desired date.
    • The end date will define when invoice generation will expire.
  8. Enter a Title for the Invoice.
  9. Select the Terms.
    • Terms will calculate the date that the invoice is actually due.
  10. Terms will calculate the date that the invoice is actually due.
  11. Add your items or services to the recurring invoice, by clicking Add Another Item".
    • You must add at least one service or item to any invoice.
  12. Input a valid Item or Service Name.
    • When you begin to type, autocomplete will assist you in displaying valid items and services based on what you currently have typed.
    • Upon making a valid selection (description, quantity, rate, tax) will prefill with the information contained for those particular items.
  13. Input a valid Quantity
    • This may be any number greater than -1.
    • You may also use the slider control but it value caps at 1000.
  14. Input a valid Rate
    • This may be any number greater than -1.
    • You may also use the slider control but it value caps at 999.
  15. Input a valid Discount value if applicable.
    • This may be any number between 0-100
    • You may also use the slider control.
  16. Input a valid Tax amount if applicable.
    • This may be any number between 0-100
    • You may also use the slider control.
  17. Click Add Item
  18. Add Customer Notes if applicable.
    • These will appear on the invoice to the customer.
  19. Add Terms & Conditions if required.
    • These will appear on the invoice to the customer.
  20. Click Create Recurring Invoice.