Create recurring invoices and bills

• Tim Fouracre
• Thursday, 9 July 2009
• Invoicing

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 >  Bills > Recurring”.

Step 2.

Select “New Recurring Invoice” or “New Recurring Bill”.

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:

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 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.