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How to send invoice scheduled and repeating?

Posted13 September 2024
Updated19 December 2024
Byinvoiceoffice_admin

Here is a quick guide on how you can create a recurring schedule for an invoice that you have already made. Follow the steps below.

Step 1: On your dashboard click “Sales >>> create invoice”.

Step 2: On the right side of your invoice page, select the option “Recurring/automation settings” and change the invoice type from Manually to Automatically. Now, select the invoice cycle type ( weekly, monthly, quarterly or yearly) and select the scheduled date.  

Don’t forget to save the invoice.

You can easily check Recurring invoices from your previous invoices.

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