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Create Recurring Invoice in CRM

Title

Create a Recurring Invoice in CRM

Description

This guide explains how to create a recurring invoice in CRM

Procedure

STEP 1 - Access the Dashboard and select "Sales".

STEP 2 - Within the Sales section, choose "Invoices".

STEP 3 - Select "Create Recurring Invoice".

STEP 4 - Select “Create New Invoice”.

STEP 5 - Enter the Customer company name.

STEP 6 - Enter the invoice number and the invoice date.

STEP 7 - Specify the payment mode(s) accepted, such as Interbank, cheque, or pay now.

STEP 8 - Input the recurring intervals (E.g. 2 months, 1 year)

STEP 9 - Click on "Add Items" to include the products or items on the invoice.

STEP 10 - After entering all necessary information, click "Save" to create the recurring invoice.

Video Demonstrates the Steps Above

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