Add Sales Recurring Invoice

A recurring invoice in accounting represents automated, regular billing for services or products, ensuring predictable revenue through scheduled, consistent invoicing intervals. This system simplifies billing for subscription services, memberships, rent, and other repetitive payments, benefiting both businesses and customers.

Add Sales Recurring Invoice

1. Click on the "Sales" option in the side navigation bar. Click on "More" option from the top right corner.Choose "Recurring Invoice" option from the list. 
   
   
   
   
   
2.  You will be directed to the Recurring Invoice List page.Click on the "New Recurring Invoice" button. A form will appear. 
   
   
   
   
3. Choose the customer from the dropdown list for whom you want to create the recurring invoice . You can also create a new customer on the go by clicking the "Add customer" button in the dropdown list. 
   
   NOTE: The customer must have a valid email address.
   
   
   
   
4. Fill in the remaining fields in the form once you have selected the customer.You can either select the time interval you want to set for the recurring invoice generation from the dropdown or you can add the custom duration.
   
   
   
   
5. Click on the "Item" dropdown and select the item(s) from the list for which you want to create the recurring invoice . You can also create a new item by clicking the "Add Stock Item" button in the dropdown list. After selecting the item(s), fill in the respective fields such as quantity, rate/item, and tax.
   
   
   
   
6. Save the form.