To create a recurring invoice, go to the “Recurring Invoice” section in the left menu of the application.
Alternatively, you can directly access the recurring invoice creation page via this link.
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After that, a form will appear where you can enter the required details.
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Entering Data for Recurring Invoice
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Select the Client – You can choose an existing customer from the database or add a new one by clicking on “Add Customer”.
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Invoice Number – Enter the invoice number as desired. For example, if you enter 1000, the next number will automatically be 1001.
Invoice Date and Payment Terms – Select the invoice issue date and payment due date (15, 30, 45, 60, 75, or 90 days).
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Items/Products – Click on “Add Item” and select a product from the database, or add a new one. Enter the name, description, price, quantity, and unit of measure.
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VAT – Select the appropriate VAT rate and option (included or excluded).
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Discount – If desired, you can add a percentage discount.
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Invoice Footer – Enter additional information, such as payment details and signature.
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Reviewing and Saving a Recurring Invoice
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After entering all the data, click on “Preview” to see how the invoice looks before finalizing it. If everything is correct, click on “Save and Continue”.
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Setting up the recurring invoice schedule
After saving the invoice, you will be able to set the schedule for its recurrence:
- Start Date – select the date when the recurring invoice should start.
- Repeat this invoice – choose the interval for the recurrence (weekly, monthly, yearly, etc.).
- End Date – select the date when the recurring invoice should stop.
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Once you set the schedule, click on “Finish Setup” to complete the setup of the recurring invoice.
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Congratulations, you have successfully set up the recurring invoice!
Video tutorial:
For any further questions, feel free to contact us via email at info@adbooks.co.