Learn how to create an invoice that repeats in Bookipi Invoice Web v2
Learn how to create an invoice that repeats in Bookipi Invoice Web v2 with our simple steps. Recurring invoices are only available for the Invoice document type in Bookipi Invoice.
Step 1: Select ‘+Create’
Step 2: Select ‘+ Invoice’
Step 3: Enter all invoice details including customer name and item
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: You can customize the next issue date
Step 7: Select ‘Save’ to save your changes.
You have now created a recurring invoice
You can also view your list of recurring items
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.