How to make recurring invoices when you need to invoice regularly
How to make recurring invoices in Bookipi web app
Learn how to create an invoice that repeats in Bookipi Invoice Web app v2 with our simple steps below.
Note that recurring invoices are only available for the Invoice document type in Bookipi web app.
Steps to create repeating invoices
Step 1: Select ‘+Create’
Step 2: Select ‘+ Invoice’
Step 3: Enter all invoice details
Enter customer name and invoice item/s
Step 4: Select the drop-down next to ‘Recurring’
Step 5: Select your preferred repeat frequency for that invoice.
Your invoice repeats within 3 hrs of your selected issue date. For example, if you saved your invoice at 3pm for a frequency of every day, the invoice will send between 3pm to 6pm the next and following days.
Step 6: Customize the next invoice issue date
Step 7: Select ‘Save’
Save your changes.
You have now created a recurring invoice
You can also view your list of recurring items
Learn how to use Bookipi Invoice with our user guides
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