Create Recurring Invoice

Estimated reading: 3 minutes 242 views

Click Sales menu located on the sidebar menu (left-hand side of the screen).
You can also use a shortcut menu. Just click + symbol under the Invoices shortcut and go to step 4 of this guide.
Click Invoices option.
Click Create New Invoice button.
Fill in Customer and Vehicle fields.
Optionally, you can provide current Mileage, MOT No and Authorization No.
Optional Invoice Settings: Set Invoice Date (current date by default), and Due Date.
When Due Date is set, the system will automatically send due and overdue notices to Customers.
Note: You can set default number of days when Invoice should get marked as Overdue – just follow this guide: Set default Due After for Invoices.
To set up when system should send Due and Overdue notices, please follow this guides: Set Up Automatic Invoice Due Notices, Set Up Automatic Invoice Overdue Notices.
Optional Additional Settings: Select Allowed Payment Modes, select Sale Agent, and add notes and tags.
Click on Recurring Invoice dropdown and select desired recurring option.

You can create your own schedule; just select Custom from the list.

Set how often new Invoice should get created (Repeat Every option), and how many times Invoice should get created (Total Cycles).
Add Invoice lines/items.
1. You can use Add Item dropdown with pre-defined list of items. Name, Description, Rate and TAX/VAT will get automatically filled in.
  Click on Add Item dropdown, select an item from the list and click Add button.
  
  Note: If you need to add new Items to the system (Add Item dropdown list), please follow this guide: Add New Item
2. Manually Enter invoice items.
  Enter Item Name, Description, Qty, Rate and select TAX/VAT. Click Add button.
Invoice Items will get added to the list.
You can still update each line (e.g. quantities, descriptions, rates, tax/vat), re-order item lines (Reorder Items on Invoice), or delete a line by clicking
Optional: Invoice Discount and Adjustment.
You can set Invoice Discount (percentage or fixed amount) that can be applied before or after tax/vat.
You can make additional adjustment. Adjustment can also be a negative numbers (e.g -5).
Optional: Client Notes & Terms.
You can enter additional information to Client Note field and provide some additional Terms & Conditions.
Both fields will be visible at the bottom of the Invoice (PDF and online document).

Note: Learn how to Add pre-defined Invoice Notes and Terms. Just follow these guides: Add Invoice Note, Add Invoice Terms.
Click SAVE button to add invoice to the system.
You can click on the small triangle next to ‘SAVE’ button for more options:
– Save & Send – save and send invoice email to customer
– Save & Send Later – save and schedule invoice email to customer
– Save & Record Payment – save invoice and go to record payment screen

Create Recurring Invoice

CONTENTS