After creating the invoice you need to add the scheduler.
In the Set schedule section, you have to fill in some details which includes :
Frequency of the invoice repetition. From the repeat invoice dropdown, you can select the frequency.
There are five options: daily, weekly, monthly, yearly and custom.
If you select “daily”, then the invoice will be repeated daily.
If you select “weekly”, then repeat this invoice weekly every Thursday (select day).
Then for “monthly”, repeat this invoice monthly on the 4th day of every month (select date).
Then for “yearly”, repeat this invoice yearly every January (select month) on the 4th day of every year (select date).
Then for “custom”, you need to enter the days after how many days you need to repeat the invoice.
Then you need to select the Agreement start date.
Then the agreement ends with three options: on, after and never.
If you select “on”, you need to enter the agreement end date.
If you select “after”, you need to enter after how many invoices the agreement will end.
And if you select “never” then the agreement never ends.
Now you need to select the time zone from the dropdown.
Click on the checkbox to send an automated email to the customer. If you will not click on the checkbox then the email will not be sent to the customer.
Upload the agreement where the file size should be less than 300 KB.
Enter the total agreement amount.
Now enter the notes and terms & conditions if any.
Click on “Add scheduler”. The schedule is added successfully.
Click on “Approve draft” to approve the invoice which is currently in draft status. A popup will appear - “Are you sure?”
Click “Yes”, the draft invoice is approved.
Now if you click on “Rollback”, a popup will appear - “Are you sure you want to roll back?”
Click “Yes”, you will be able to edit the schedule and again need to approve the draft.
Don't click on the rollback button if you don't want to edit anything in the schedule.