Modified on: Wed, Jan 10, 2024 at 4:56 PM
|For recurring expenses such as rent, utilities, or internet, you can simply create a Recurring Invoice and have a new invoice in your dashboard ready to export on the frequency of your choosing.
From the Invoice Tab, select "Create Invoice" which will open the standard invoice create page. At the bottom of the module select "Make this a recurring invoice" which will then create the "Create a Recurring Invoice" module.
Please note that the "First Invoice Date" should be the month/invoice cycle BEFORE the date of the first invoice you need created. Example: If you want to create a January1st, invoice, you must enter 12/1 into the module.
Once you have completed the details, select "Create recurring invoice" to complete.
You can manage your recurring invoice under Settings.
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