A recurring invoice is an invoice that Haibooks will automatically generate regularly over a specified period of time. Recurring invoices are convenient to use when, for instance, your customer buys your services or products on a regular basis. A recurring invoice isn’t an invoice itself, it’s just a set of instructions that will generate an invoice at the right time to the right contact. Learn also how to Create an Invoice and how to manage Invoices.
How do I Create a Recurring Invoice ?
Select Sales from the side bar menu and then Recurring Invoices from the drop down menu.
Click on Add New at the top right of the page and then Add Invoice from the drop-down menu.
Click on Set Up Recurring Invoice.
Learn how to complete the details of a new recurring invoice here.
Select Save and Approve to finish the recurring invoice. You can now view it in the Recurring Invoices tab.
How do I View and Edit a Recurring Invoice ?
On the Recurring Invoices page, select the recurring invoice you wish to view and edit.
You can view the contact, item, issue date and the amount.
To make changes on your invoice click on Edit Recurring Invoice.
Click on Edit Settings to make the changes to the recurring invoice.
Select Save to keep the changes of the recurring invoice and then select Save and Approve to save the invoice.