#1 Tradesmen digital toolbox

How to create a recurring invoice from within the invoice tab

Last modified: October 30, 2021
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  1. Once you have logged in, you can navigate to “Invoices”
  • Once you’re here, you can then click the “Recurring Invoice” button in the top right corner. 
  • Once selected you’ll be redirected to the “Recurring Invoices” list page.
  • Once here, you’ll need to then select the “Add Recurring Invoice” button in the top right corner.
  • You will then be redirected to a new invoice form, which will allow you to attach to a project and client.
  • You can then choose how long you would like the recurring invoice to continue running, how frequently the invoices need to be sent and if the client can stop the recurring invoices or not.
  • After adding the products manually or by uploading the products directly to the invoices. If you would like to learn more about how to upload products, please click here.
  • Once you have completed the invoice form, you can then “Save”.
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