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

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