Recurring Invoicing / Repeat Invoicing

With ICAN you can now schedule invoices to automatically generate and email to your customers with the new Recurring Invoicing function.

What is a recurring invoice?

A recurring invoice is a template that specifies an amount, list of items, customer and a schedule, based on which ICAN generates invoices on a regular basis.

How do I create a recurring invoice?

  1. Go to ‘Invoices’
  2. Click “New”
  3. Create an invoice as per any non-recurring invoice
  4. Enter the frequency from the “Repeat Billing” dropdown list
    Repeat Invoicing (or recurring Invoicing) online bookkeeping
  5. Save.

Couldn’t be easier!

How Often for Your Recurring Invoicing?

There are several in-built frequencies that you can select for recurrence. These are:

  • Weekly
  • Monthly
  • Quarterly
  • Yearly

You will notice that the labels in the “Repeat Billing” dropdown will automatically update should you change the invoice date.

And when the invoice next becomes due, it will clone itself and email itself to the customer. This is very useful if your business needs to send invoices on a regular or a repeat basis.

How To Edit a Recurring Invoice

Recurring invoices are almost identical to standard invoices and are managed through the “Invoices” section. They can be identified by the clock icon that displays next to the invoice date. To edit one:

  1. Go to ‘Invoices’
  2. Click “Edit”
  3. Change the value in the “Repeat Billing” field
  4. Save

How to Stop a Recurring Invoice

The process for stopping a recurring invoices to to simple change the value in the “Repeat Billing” dropdown to “–none–” on the last invoice automatically generated. Since it is the last invoice that was generated of the set that is used to generate the next one, this will effectively switch off scheduling for the invoice.

  1. Go to ‘Invoices’
  2. Edit the invoice in question
  3. Change the “Repeat Billing” field to “–none–“
  4. Save
0
  Related Posts
  • No related posts found.