Recurring invoices are a great feature which can save a huge amount of time. Recurring invoices are generated from a recurring template, based on the date, frequency and occurrences set.

Step 1.


Navigate to the Sales > Recurring menu and click on the Create recurring invoice template button.


Step 2.


Enter the 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:


Frequency:

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.


Occurrences:

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



At the bottom of the creation form, you will have an additional tickbox; 'Create Payment on Recurrence', once ticked on, you can then select the Bank Account and Payment method so that the system automatically marks newly generated invoices as paid based on the details selected.

Step 3.


Click on the Save button to confirm the recurring template.


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