New Recurring

Recurring profiles are used to automatically generate invoices at fixed intervals in time. To create a recurring profile:

1. Click your "Invoices" tab.
2. Click your white "New recurring" link located near the top of your page.
3. Select a client from your drop-down menu labelled "Client".
4. Choose the date on which your first invoice will be created.
5. Enter the frequency at which your invoices will be created.
6. Enter how many times this invoice is to occur in the box labelled "Occurrences".
7. Click your Save button at the bottom of your page when you are done.

Additional Information

Client Information: Client information is entered automatically when you select a client. If the information looks incorrect, you may edit it as you see fit.

Prorating: You can choose to have the first invoice in a recurring profile to be charged for a certain number of days instead of the full amount. The quantities of the items on the first invoice will be charged proportionately. For example, if you are billing on a monthly basis and want the first invoice to charge for 10 days of the month, enter 10 in your "Prorate" field then all quantities on the invoice will be multiplied by 10/30. If you want to bill for 10 days prior to the first invoice as well as the charges on the first invoice, you may enter 40 into your field labelled "Prorating".

Enable Auto-Billing: Also known as recurring billing, this feature can be used to have payments made automatically when the next occurrence of the invoice is due. For more information, see the Auto-Billing section.

Stop Recurring: For information on stopping a recurring profile, see the Stop Recurring section.

PO Number: You can optionally enter a PO number on the right side for your records.

Items: You can add items that you have previously set up. Default description, cost, quantities, and taxes will be entered automatically as you have defined them. You may edit these values as you see fit. If you would like more information on how to create items, see the New Item section. If you need to add more items, simply click your "Add Line" link and another row for additional items will appear.

Taxes: If you want to use taxes for your item, you need to define taxes. See the Invoice Preferences section for details

Preferred Method of Payment: You can select which payment gateway you would like your client to use by clicking the appropriate checkboxes in the blue box under the heading "Allow online payment with:". Please note that these selections will be ignored if payments are being made with auto-billing.

Notifying the Client: You may choose to have your client notified of a new invoice every time one is created by editing your system settings. For more information, see the Invoice Preferences section.

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You may also find additional help by visiting our support forum.