If you offer subscription services and don't want to manually create an invoice every month, recurring invoices can be a lifesaver. Once set up, InformerOnline will automatically generate these invoices for you.
To create recurring invoices, follow the steps below:
Navigate to Sales in the left-hand menu;
Choose Recurring invoices;
Click New to create a recurring invoice;
Fill out the invoice details as you would for a regular invoice.
Set the recurring settings to your preferred values.
Subscription type (optional): Specify the type of subscription. This field is used for periodic overviews, which you can access in the Overviews section.
Frequency (required): Indicate how often the invoice should be generated.
Starting date (required): Enter the date when the subscription begins.
End date (optional): Specify the date when the subscription ends, if applicable.
Next invoice date (required): Set the date for the next invoice to be generated.
Send automatically: Enable this if you want the system to automatically send the invoice.
Send no more than: Activate and specify how many times the subscription invoice should be generated.
Once you've filled in everything to your liking, save the recurring invoice.
The invoice will be automatically generated by the system on the Next invoice date. If you've activated the Auto-send option, the invoice will also be sent out automatically.
Pro tip: The beauty of recurring invoices is that you can automate date fields. For more on this, check out the help topic "Use date tags in recurring invoices."