A Recurring Invoice is an invoice that is sent to your customer in regular intervals of time.
The workflow of an invoice in Erpisto is as follows:
Configure your settings for recurring invoice in Erpisto
- Create or import recurring invoices.
- After you create a recurring invoice, the next recurring invoice will be automatically generated after the period of time.
- Record the payment for the recurring invoice manually, or charge your customer’s credit card automatically for the recurring invoice.
- Stop a recurring invoice if you no longer wish to generate it.
- Perform other actions on the recurring invoice such as Edit, Print and Clone
- Enable Recurring Invoices
Before you start creating recurring invoices, you’ll have to ensure that the Recurring Invoices module is enabled in Erpisto.
- Go to Settings on the top right corner of the page.
- Select General under Preferences.
- Mark the box Recurring Invoice under the General settings.
- Click Save at the bottom of the page.
- Create Recurring Invoice
When you create a recurring invoice for a customer, you basically set up a recurring profile for them. This recurring profile will contain all the invoices which are generated and yet to be generated. You can configure how to save a recurring invoice from the Recurring Invoice Preferences.
To create a new recurring invoice:
- Go to Sales > Recurring Invoices.
- Click the + New button in the top right corner of the page (or press n).
- Fill in the following details.
- Click Save.
