💎 Activate this free functionality from the Gems section in the Hold Store .
Go to Sales > Invoices
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:
Determine the Interval of broadcast time, its Start and its End
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
Select the invoice from the list
In the sidebar that opens, view and edit the creation and submission automations
Opens the three dots (⋮) menu to edit details, duplicate, delete or export the invoice
Convert a sales invoice to recurring
From the listing, select your invoice and access its detailed view
Click the Convert button
Select the option invoice recurring