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Create and manage recurring invoices
Create and manage recurring invoices

Automate the creation and sending of your sales invoices.

Camilla avatar
Written by Camilla
Updated over a week ago

💎 Activate this free functionality from the Gems section in the Hold Store .

of all:

  1. Go to Sales > Invoices

  2. Select the tab Recurring invoices

A recurring sales invoice is a document that becomes an invoice at the time interval you decide and is sent from repeatedly to the same client in this period of time given.

Create a recurring sales invoice

Click the blue + button or press the N key to create a new recurring invoice.

In addition to following the steps explained in this article , you will need to:

  1. Determine the Interval of broadcast time, its Start and its End

  2. Activate the options Create and Send automatically so that invoices are generated and sent automatically on the day of the issue date .

Manage recurring sales invoices

To edit, duplicate, delete and export your recurring invoice, as well as view its history, schedule of creation or sending and activate or deactivate the automations, simply

  1. Select the invoice from the list

  2. In the sidebar that opens, view and edit the creation and submission automations

  3. Opens the three dots (⋮) menu to edit details, duplicate, delete or export the invoice

Convert a sales invoice to recurring

  1. From the listing, select your invoice and access its detailed view

  2. Click the Convert button

  3. Select the option invoice recurring

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