Wiki
Recurring Invoice
If you have partners or clients whom you bill invoices on a certain amount of goods and services on a recurring basis, it may be time-consuming as you have to fill the same Sales invoice for the specific client repeatedly. However, you can automatize this process with kpi.com to save your time and energy. In kpi.com you can create recurring invoices which will be automatically sent on particular date and time.
To create a recurring invoice, go to Accounts>>Recurring Invoice and click plus button to add.
Enter the customer name, invoice dates, products, and services and then set up the recurrence.
If you save and approve the recurring invoice, the invoice will be created in the Sales Invoice list on due date/time. If you approve and email, the invoice will be created and sent to the customer. You can also save it as a draft.
Created by Aziza Israilova, April 2019
See also
- Purchase Order for Fixed Assets
- Goods Delivered Notes
- Sales Quote
- Sales Order
- Sales Invoice
- Request for quote
- Request for purchase
- Purchase Order
- Purchase Invoice
- Recurring Bills
- Fixed Assets
- Company Expense Claims
- Employee Expense Claims
- Customer Center
- Supplier Center
- Products & Services Overview
- Bank Accounts
- Supplier Access
- VAT Reverse Charge Mechanism
- Setting Barcode for a Product
- Items Table
- Run Time Calculation of Exchange gain/loss
- Exporting to Excel and PDF
- Timesheet Invoice
- Budget per Department
- VAT Return
- Bank reconcilation
- Dividends Payable
- Assembly Products
- Add New Assembly Item
- What is Non-Inventory Item?
- Add New Non-Inventory Item
- FIFO method of inventory valuation
- What is Inventory Item?
- Add New Inventory Item
- Products/Services Import
- Add New Product/Service
- Intercompany Purchases
- Creating Intercompany Sales Invoice
- Intercompany Sales
- Workflow of Expense Claims
- Purchases / Bills Overview
- Timesheet based Invoice
- Progress Invoicing
- How to convert Sales Quote to Order, Invoice & Project
- Sales Overview
- Serial Numbers
- Accounting Overview
- Landing Cost
- Mark PO as Open
- Purchase Order Actions
- Receive Purchase Order
- Send Purchase Order
- Importing Customer Accounts