cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Can I set up creating a new invoice each month where the amount box already shows up?Most of my customers invoice amount are reoccurring with same same amount.

 
1 Comment
Highlighted
Moderator

Can I set up creating a new invoice each month where the amount box already shows up?Most of my customers invoice amount are reoccurring with same same amount.

Glad to have you here in the Community, @patrickt.mcnamar.

 

I'm here to help you be able to create a recurring template of the invoice.

 

You have the option to create an individual recurring invoice for each customer.

 

A scheduled recurring invoice will allow you to include the customer name, products or services, and their respective amounts.

 

Let me show you how:

  1. Go to the Gear icon, and select Recurring Transactions.
  2. On the Recurring Transactions page, click New.
  3. Under Transaction Type drop-down, select Invoice.
  4. Click OK.
  5. On the name field, enter the name of the recurring template.
  6. Under Type drop-down, choose Scheduled.
  7. Under Customer drop-down, select the name customer.
  8. Under Interval, enter information based on your preferences.
  9. Under Item details, select the products or services and their amounts.
  10. Click Save template.

You can check the screenshot below for your reference.

 

 

Also, here's an article you can read on for more information about recurring transactions: Create Templates for Recurring Transactions.

 

Please comment below if you have any other questions. We're always here to help you.

Need to get in touch?

Contact us