How to create a recurring invoice

To create a recurring invoice, first click the blue “New invoice” button on the Invoices tab. When you see the page to enter the information about that invoice, toggle the “Make recurring” option below “Due date” to display the recurring options. 

You will be prompted to select from the following options:

  1. Frequency
    • Choose Weekly, Bi-weekly, or Monthly, and associated start date
  2. Net number of days payment is due
  3. Specify whether the invoice will stop repeating on a specific end date, or how many times the invoice will repeat before stopping.

 

invoice_recurring.png

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