{"id":8549,"date":"2024-04-12T11:05:11","date_gmt":"2024-04-12T08:05:11","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/creating-recurring-invoices-periodic-invoicing\/"},"modified":"2024-04-12T11:05:11","modified_gmt":"2024-04-12T08:05:11","slug":"creating-recurring-invoices-periodic-invoicing","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/creating-recurring-invoices-periodic-invoicing\/","title":{"rendered":"Creating Recurring Invoices (Periodic Invoicing)"},"content":{"rendered":"
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This guide explains how to create and send recurring sales invoices (periodic invoicing).<\/strong> For general instructions on creating a sales invoice, see Creating a new sales invoice<\/a>.<\/p>\n\n\n\n

You can turn any sales invoice created in SimplBooks into a recurring invoice. The periodic invoicing feature is included in the PLUS and OFFICE packages.<\/strong><\/p>\n\n\n<\/div><\/div>\n\n\n\n

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CREATING A RECURRING INVOICE<\/strong><\/h4>\n\n\n\n
Recurring invoices are managed under Activities > Sales Invoices.<\/p>\n\n\n\n
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First, create a sales invoice by clicking “New sales invoice”, or open an existing sales invoice that you want to make recurring.<\/p>\n\n\n\n

From the Actions menu on the right, select “Make invoice recurring”.<\/p>\n\n\n\n

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NOTE: <\/strong>If you do not see the “Make invoice recurring” option in the menu, you are likely using a package other than PLUS or OFFICE.<\/p>\n\n\n\n

In the view that opens, configure the recurring invoice settings.<\/p>\n\n\n\n