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Create Recurring Invoice in CRM

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.

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