How to create recurring invoice

Recurring Invoices are the automated invoices. You set their frequency, interval, and cycle and the system automatically sends those invoices to the recipients according to the prior settings.

For creating a recurring invoice, follow these steps:

1. Go to the 'Finance' in the toolbar and click on 'Invoices.'

2. It will take you to the list of invoices with the ' + ' sign at the bottom to create a new invoice. Click on ' + ' to create a recurring invoice.

4. After that you can opt for creating a recurring invoice by clicking on 'yes' as shown below.

5. Once you opt for 'yes' it will take you to three more options. These are:

• Billing Frequency
• Billing Interval
• Billing Cycle

You can set the Billing Frequency day-wise, week-wise, month-wise, or year-wise. Set the Billing Interval as per your need, if you want to send the invoices every month then go for '1', or if you want to send them after 2 or 3 months, then go for '2' or '3' respectively. Billing Cycle depends on how frequently you want to send invoices, if you set your billing frequency 'month-wise, an interval '1' then your billing cycle will be '12'. It means that you want to send invoices every month for a year, so it makes '12' billing cycles.