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Automate your business with recurring invoices

November 4, 2020

Doing business with a client regularly introduces you & your financial department to a lot of busy work — re-creating invoices with the same terms, conditions and amounts on a daily, weekly or monthly basis. The same applies to active working relationships with freelancers or contractors, sending you an invoice at the end of each month.

Today, the recurring invoices feature has been rolled out to all users of Request Invoicing. It allows you and your clients to set up automatic invoices which will be issued periodically, based on the customized settings you and/or your clients prefer.

How does it work?

When issuing a new invoice using Request Invoicing, you can now select the I want this to be a recurring invoice checkbox at the bottom of your invoice. Clicking the checkbox will prompt the customization popup.

The customization popup lets you fully customize your invoice recurrence based on the type of product or service you are issuing an invoice for.

First, you want to decide on which occurrence the invoice is issued. You can choose to automatically invoice your client on a daily, weekly or monthly basis by selecting one of the dropdown options below.

After having set the recurring term of your invoice, you will be able to set a start date for your invoice to be issued on a recurring basis.

Note that this date indicates the first date on which your invoice will recur & shared with your client. The invoice you are currently creating will still be created & sent the moment you complete the invoice.

The last step before confirming you want to make your invoice a recurring one is selecting an end date. This end date can be set to a specific number of invoices (up to 6), at a specific date in the future or until cancelled manually by the issuer of the invoice.

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