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Creating a Recurring Invoice

UpdatedOctober 26, 2023
  1. On the left sidebar menu of the page, click “Finances”, and then click “Invoices” from the drop-down menu.
  2. On the Invoices page, click the “Recurring Invoice” button at the top of the page.
  1. On the Recurring Invoices page, click the “Add Recurring Invoice” button at the top left corner of the page.
  1. Add the date you create the invoice in the Invoice Date field and the date the invoice is due in the Due Date field.
  2. Select the unit currency of the invoice from the “Currency” drop-down menu.
  3. Select the corresponding Client and Project on the respective dropdown menus.
  4. Select how the tax should be calculated – before or after a discount.
  5. Choose whether or not to have a shipping address displayed on the invoice by toggling the “Show Shipping Address” button.
  6. Select the Billing Frequency from the drop-down menu, and enter a value for the Billing Cycle.
  7. If you would like clients to be able to stop the recurring invoice, check the corresponding box.
  8. Add products in the drop-down menu.
  9. Under the “Description” section, enter the item name, the number of hours or the quantity of the item, the item’s unit price, the applicable tax, and a description of the invoice.
  10. Click the “Add Item” button to add another item.
  11. Indicate in the “Discount” field any applicable discount.
  12. If necessary, enter a note for the invoice’s recipient in the “Note For Recipient” field.
  13. Click the “Save” button at the bottom of the page to save the invoice.