This feature is available on the Billdu website only.
Go to Documents - Recurring Invoices and click New recurring invoice
Enter a name for the recurring event
Set the date for the first invoice to be created
Choose the recurrence - weekly, monthly, or yearly - and the number of cycles (1 to indefinitely)
Choose whether to automatically email the invoice to the client - the client's email address must be saved in their profile first
Select the client and fill in the invoice details
Click Save - invoices are created and sent automatically from this point on
Note: If a monthly recurring invoice is set to the 31st of the month, it will adjust to the last available day in shorter months (e.g., 28th February). The next invoice after that will follow the same adjusted date.
Note: If you update a client's details in their profile, make sure to also update any active recurring invoices linked to that client.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.