We'll cover

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  1. What are recurring invoices and why use them?

  2. How frequently you can send recurring Invoices?

  3. How to create a recurring Invoice?

  4. How to see child invoices of a parent recurring invoice?

  5. How to stop a recurring Invoice?

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What are recurring invoices and why use them?

Is a type of invoicing which an agency can generate for its customer at regular intervals.

Advantages of using recurring invoice

The agency does not have to create an invoice for monthly charges. They can make use of the recurring invoice feature to charge the client on a monthly basis.

How frequently you can send recurring Invoices?

It totally depends on you how you want to set the frequency for sending recurring invoices and that is managed by Clientjoy.

You can define if you want to send recurring invoices for a specific interval like Months, years, weeks, or days.

Also, you can define the number of times you want to set like sent for forever or any specific number of times.

How to create a recurring Invoice?

It is almost similar to the way how you create a Simple/ non-recurring invoice.

  • To check how to create an invoice refer.

  • Once the invoice is created. You need to navigate to the invoice settings menu on left and scroll down to the Payment agreement.

  • Here you can define the agreement type, you can define if you want to send recurring invoices for a specific interval like Months, years, weeks, or days.

  • Also, you can define the number of times you want to set like sent for forever or any specific number of times.

How to see child invoices of a parent recurring invoice?

  • Once the invoice is sent, to check the child invoices you need to go to Recurring info under Invoice info.

  • Click on see recurring invoices thread

How to stop a recurring invoice?

You can stop sending recurring invoices by clicking on "Stop sending recurring invoices" under "See recurring invoices thread".

For this you can simply click on the recurring invoice number>> Scroll down to recurring info under invoice info section >> Click on see recurring invoice thread>> Click on Stop sending a recurring invoices

Click here to watch video - https://youtu.be/g5o0OIUlPkk

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