Add a Brand New Repeating Invoice Template

Add or edit a repeating invoice template 

You can create a New Repeating Invoice in multiple ways. Either you can create a brand new repeating invoice template or can use an existing invoice to create a repeating invoice.  

Add a Brand New Repeating Invoice Template 

1. In the Account menu, select Sales (Accounts >> Sales). 

2. Click on the + New Invoice Drop-down button. 

3. Click the New Repeating Invoice to create a new template.  

4. Enter the required information in the repeating transaction fields. 

5. Set up the required value and select repeating option for repeating template, under the Repeat this transaction every option. This option states that how frequently your invoice will be repeating. Example of setting up an annualrepeating template is as follows: 

6. Invoice Date is the date you want the Invoice to begin. You can set up this for the past and future as well. By default, it is set to the current date. 

7. Due Date field is to set the latest date of the invoice payment.  

1. If you have selected Week(s) from repeating option under the Repeat this transaction every option. Then you can set up due date either on a specific date of the following month or after some specific day(s) after the invoice date. 

2. If you have selected Month(s) from repeating option under the Repeat this transaction every option. Then you can setup the due date: 

1. To a specific date of the following month. 

2. After some specific day(s) after the invoice date. 

3. After some specific day(s) after the end of the invoice month. 

4. To some specific date(Due date > Invoice date) of the current month. 

8. Add an End date is to stop repeating invoice template from generating new invoices. The End date is optional.   

9. Click Save.