Recurring invoices are a great feature which can save a huge amount of time. Recurring invoices generate from a recurring template 

Step 1.

Navigate to Sales > Recurring


Step 2.

Click on the Create recurring invoice template button.

Step 3.

Enter details of the recurring invoice template.

The recurring invoice form is similar to the usual Clear Books invoice form except there are some added fields:


Select the frequency at which invoices are generated.

Create invoices as

Choose whether to create the recurring as a draft or as an approved invoice.


Enter the number of invoices that should recur from this template.

Step 4.

Click on the Save button to confirm the recurring template.

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