What are you invoicing today?
Question mark mobile

Frequently Asked Questions

Hand blue rtl Back to index

How do I add a recurrent?

If you offer regular invoicing services, then the easiest way is to use the recurrent system that allows you:

– to define recurrents (see below)
–  to add subscribers
–  to send automatically invoices to your subscribers

To add a new recurrent, follow the steps:

1. Click on ‘+Add’ and select ‘Recurrent’.

Edit Alt Text

** 2.Let’s take the example of creating a subscription for hosting services (hosting websites):**

– I chose the standard subscription type because I want the price to be the same for each subscriber

(Choose the type of recurrent with the editable price if you want to be able to set the price of the first line of the invoice for each individual subscriber)

– we gave the subscription a relevant name, namely ‘Hosting 3 Months’

– we chose the payment to be made in advance every three months (so the customer will receive an invoice once every three months and will pay for anticipated hosting services for the next 3 months)

– I chose invoices to be issued on the 15th of each invoicing month

– I chose the prefix of the invoice series from which this subscription will issue invoices

– I composed the text of the mail that will be sent to the customer together with the invoice

– I have defined the email address where I want to receive a copy of the mail that will be sent to the client

Edit Alt Text