If you send the same invoice to your customers regularly, you can save time by setting it up as a recurring invoice. ProfitBooks allows you to schedule invoices weekly, monthly, or yearly, so you don't have to create them manually every time.
Let's see how to create a recurring invoice in ProfitBooks.
You can create a recurring invoice in two ways:
Method 1: From an Existing Invoice
Open the invoice you want to repeat.
Click on Actions > Make Recurring.
You will be redirected to the Make Invoice Recurring page.
Method 2: From the Recurring Invoices Section
Go to Income > Recurring Invoices.
Click on + New Recurring Invoice.
Select an existing invoice from the dropdown and click Continue. You can also click on + Create a new invoice to create a new invoice first.
Select an existing invoice from the dropdown and click Continue. You can also click on + Create a new invoice to create a new invoice first.
Set Up the Recurring Schedule
After selecting the invoice, fill in the following details:
Internal Note: Enter a note for your reference.
Invoice to repeat: The selected invoice details will be displayed here.
Repeat: Select how often you want the invoice to repeat – Weekly, Every 2 weeks, Monthly, Every 3 months, Every 6 months, or Yearly.
Start from: Select the date from which the recurring invoice should start.
Ends: Choose whether the recurring schedule should never end, end on a specific date, or stop after a specified number of invoices.
Email each new invoice to the customer: Check this option if you want each new invoice to be automatically emailed to your customer.
Click on Save to create the recurring invoice.
What Happens Next?
On each scheduled date, ProfitBooks automatically creates a new invoice using the original invoice details.
The new invoice will have the same customer, items, prices, and taxes as the original invoice.
A new invoice number will be generated for each invoice.
If you have selected the email option, the new invoice will be emailed to your customer along with its PDF.
How to View Recurring Invoices?
Go to Income > Recurring Invoices.
You will see two tabs:
Recurring Invoices: Displays all the invoices that are set up for repetition.
Upcoming Invoices: Displays invoices scheduled to be created in the next 30 days, next 3 months, or all upcoming invoices.
You can use the Actions button to edit, pause, resume, stop, or delete a recurring invoice.
That's it! You have successfully set up a recurring invoice in ProfitBooks.