How can I create a Recurring Invoice ?
Uchechi Ukandu
Last Update hace 8 meses
Follow these steps to create a recurring invoice on the platform:
Step 1: Log in to your account.
Step 2: we have two ways to access the recurring invoice feature:
- From the Invoice page by toggling the “Make Recurring” option.
- From the Create button by selecting “New Recurring Invoice.”

Step 3: Set up your recurring invoice by choosing the following elements:
- Start Date: Select the date when you want the first invoice to be issued.
- Repeats: Specify how frequently you want the invoice to recur (e.g., weekly, monthly, quarterly).
- End Date: Choose the date when you want the recurring invoices to stop being generated.

Step 4: Enter the details of the items or services that your customer is requesting.
Step 5: If applicable, add any discounts and include the VAT percentage.
Step 6: Choose the account that will be used for your collections, then click on Preview Invoice.
And that's all you need to do to create recurring invoice on the platform