The first step is to login to the application. Enter the email address and password and click on the “Continue” button, you will be redirected to the dashboard.
Now go to the sidebar menu
on the left hand side. Select sales, then click on Recurring invoice. Then click on “Create new recurring Invoice” button.
An invoice template will appear.
Select a customer from the dropdown.
You can also add a new customer by entering the Business name, Email, Apartment, City, Country and ZIP code.
You can also ship to a different address by clicking on the checkbox and entering the details which includes Apartment, City, Country and the ZIP code.
The invoice number will be auto generated.
Invoice date will also be auto generated.
You can select the due date from the dropdown.
Currency will be pre-populated depending on the customer currency.
Click on “Add an item” button. You can select an item from the dropdown or can also add a new item.
Enter the quantity and price for the item.
Click on “Item discount”, a popup will appear - Select the discount type and enter the discount percentage. Click “Save”, and a discount will be added. You can edit and delete the discount also.
Click on “Add tax”, you can select the sales tax from the dropdown or can add a new sales tax too. For adding a new sales tax click on “Add sales tax” from the dropdown. Enter the Tax name and tax rate. Click on “Save”, the tax will be added. You can add a new sales tax and can also delete the existing one.
Add the terms & conditions and notes if any.
In the Settings sections, there are two subparts which includes:
・ Invoice titles: You can see the company logo and default invoice title. You can also edit the default Invoice title if you want. Click “Save”, it will reflect on the invoice template.
・ Invoice column: You can also edit the title of the column on your invoices. By default, it is item, price, quantity, and amount.
Click “Save draft”, recurring invoice is successfully created