Recurring bills are a great feature which can save a huge amount of time. Recurring bills generate from a recurring template, based on the template date and frequency.
Navigate to the Purchases > Recurring menu and click on the Create recurring bill template button.
Enter details of the recurring bill 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 bills are generated.
Create bill as
Choose whether to create the recurring bill as a draft or as an approved (unpaid) bill.
Enter the number of bills that should recur from this template.
Click on the Save button to confirm the recurring template.
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 email@example.com.
Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.