Recurring Managment/Recurring Invoices

How To Create Recurring

Steps To Follow: -

1. Enter the URL app.invoicera.com.

2. Login with valid credentials and will take you to the dashboard screen.

3. Click on Recurring Link under billing section.

4. Navigate to the Recurring section in your dashboard and click on the "Create Recurring" button.

5. Enter the Inputs in All Fields:

Add Customer: Select the client from your list of customers or create a new customer if required. Product and Services Line Items: Add the relevant items and details like quantity, rate, and taxes.

Enable Auto Billing: Ensure that auto-billing is enabled for automatic payment collection (if applicable).

6. Click on the Save Button:

7. After filling in all the required fields, click Save to confirm the recurring profile creation. Recurring Profile Created: A recurring profile with Recurring ID (e.g., REC-141) is generated against the client. Access the Billing Section:

8. Go to the "Invoice" section under Billing. View Recurring Invoice in the Listing:

9. A recurring invoice with Invoice ID (e.g., INV-500) will be visible in the invoice listing. The invoice will be marked with a recurring event icon to differentiate it from regular invoices.

Updated on: 24/01/2025