Create a recurring invoice

Thursday 9th July 2009 by Dana

Recurring invoices are a great feature that can save a huge amount of time. A recurring invoice allows you to account for a regular purchase or sale for the same amount without having to create an invoice on each occasion.

Step 1.

Navigate to either:

Sales > Invoices > Recurring

Purchases >  Invoices > Recurring

Step 2.

Select New Recurring Invoice

Step 3.

Enter details of the recurring invoice. The recurring invoice form is similar to the usual Clear Books invoice form except there are some added fields highlighted in the image below.

Recurring Invoice Creation

What The Terms Mean

Frequency

Select the frequency you want the recurring invoice to be sent out.

Occurrences

Enter the number of times the recurring invoice should be sent out.

Create Invoice As

Here you can choose whether to create the recurring as a draft or as an approved invoice to go straight to the customer (if customer emails are enabled) and into the Clear Books system.

Step 4.

Select Confirm Invoice.

Step 5.

Navigate to recurring invoices under either purchases or sales and check that the new recurring invoice has been created.

Recurring Invoice Successfully Created

invoices recurring invoices Posted in Help