You are working in a stable project with a client, and invoice the same amount periodically, based on a contact agreement?
Here is how to automate your revenues with recurring invoices.
1- Create recurring invoices
From the Revenues page, click the 3-dots menu and select "Schedule recurring invoice".
Adjust the specifics like a common invoice:
Client name
Payment terms
Item on the invoice, amounts, VAT rates...
Fonts, color, style
Then, edit the Recurrence settings on the right.
Finally, you can decide to send each invoice automatically, and adjust the email template.
2- Pause recurrence
You need to pause a recurrence? Easy.
From the Revenues screen, select the "Recurrences" tab to see all your recurring invoices.
Below the Status column, click on the Pause button
3- Delete recurrence
From the Revenues screen, select the "Recurrences" tab to see all your recurring invoices.
Below the Status column, click on the Delete button
