Step 1.


Navigate to Purchases > Recurring.



Step 2.


Click on the Create recurring bill template button.



Step 3.


Fill in all the required details. 


The Date will determine when the first recurred bill is generated. Bills will not be generated beyond the current date.


Frequency determines how often the bill will be generated, and Occurrences determines how many times it will be generated.


To set up the recurring payment for each recurred bill, ensure Create payment on recurrence is ticked and that a Bank Account and Payment method is selected.



Step 4.


Ensure all details are correct and then click on the Save button.


For additional help, click here to view all our training options.


Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.


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