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Recurring Invoice

If you have partners or clients whom you bill invoices on a certain amount of goods and services on a recurring basis, it may be time-consuming as you have to fill the same Sales invoice for the specific client repeatedly. However, you can automatize this process with kpi.com to save your time and energy. In kpi.com you can create recurring invoices which will be automatically sent on particular date and time.

To create a recurring invoice, go to Accounts>>Recurring Invoice and click plus button to add.

Enter the customer name, invoice dates, products, and services and then set up the recurrence.

If you save and approve the recurring invoice, the invoice will be created in the Sales Invoice list on due date/time. If you approve and email, the invoice will be created and sent to the customer. You can also save it as a draft.

 

Created by Aziza Israilova, 
April 2019

 

See also