(New Version) Create a recurring Billing

How to create a recurring billing?

1. Navigate to the “Sales” section.

• Select Sales Invoices section.

2. Create a New Sales Invoice / Edit Invoice.

• Click on "Add New” Or Edit Invoice

3. Find the Settings.

• Frequency (interval): specify the interval according to the chosen unit. (E.g. 3 days, 2 weeks, 4 months, etc.)
• Frequency (unit): you have a choice of repeating it by Day, Week, Month or Year
• Until: the date this recurring should end. If you wish to repeat it forever, kindly leave blank at this column
  

4. Once you are done edited, click “Save” 

• By default, the recurring date is calculated based on the invoice date. If you want to get more control on how the recurring is going to happen, you may play around with the Advanced settings. By clicking “open recurring” (Only appear after you save the default date)

• Here’s few Examples :

1. Repeat weekly on every Monday 
2. Repeat monthly on every 1st of the month
3. Repeat yearly on 1st Feb

Once you are done edited, click “Save” 

5. When the date arrives, an invoice will be auto-generated by the system and indicated with a "flash" icon

At the same time, you will also receive an email notification to summarize the auto-generated invoice(s).

Related Guides on Recurring Billing :

If you unsure what is recurring bill, please refer to this link for detailed guidance: What is Recurring billing?

For old version setup, please refer to this link : Create a recurring billing