Summary

1. Introduction to recurring invoices

   • Automate invoice generation at regular intervals
   • Reduce the need for manual intervention in billing processes

2. Creating a recurring invoice

   • Access the recurring invoice setup from either the account level or a specific client workspace
   • Navigate to the client's workspace and select Create Recurring invoice

3. Configuring recurring settings

   • Identifier: Assign a unique identifier for easy reference
   • Recurrence frequency: Choose intervals such as monthly, quarterly, etc.
   • Start date: Set the initial date for invoice generation
   • End conditions: Specify termination criteria (e.g., after a set number of invoices or indefinitely)
   • Advance generation: Determine how far in advance invoices should be created

4. Managing recurring rules

   • Editing rules: Modify existing rules, noting that changes affect future invoices only
   • Stopping rules: Halt invoice generation under a specific rule as needed
   • Viewing invoices: Access generated invoices and review their details

5. Viewing generated invoices

   • Invoices created via recurring rules are marked with an identifiable icon
   • Click on the icon to view the associated recurring rule

6. Overview of all recurring rules

   • Navigate to the billing page and select the Recurring tab to see all active rules across clients
   • Review generated invoices under the Invoices tab for comprehensive tracking