Create a recurring invoice and subscribe a client
Some services require a recurring invoice but it can be hard to remember to produce them every month. This is why we created an option in The Business Solution that allows you to automatically generate invoices according to the terms you have configured. To learn how, follow the steps of this tutorial.
* If you already created your package and you only want to know how to subscribe your client, jump to the step 4.
From the dashboard, select the recurring invoices tab.
Click on the plus sign (+) to create a package
Enter all the information needed: Title, description, payment period term and period price. Once this is done, click on ADD
To resgister one of your client, select > Clients
And in the client option list, select > Subscribe to a package.
Choose the package you want
Remember, you cannot change the package information
make sure to have a billing address ready to enter
If you need to make any modification or select a special price, you can do it by entering > Inscription configuration to this package
Once done, click on PREVIEW
Review the whole subscription before finalizing it > ACTIVATE THIS PACKAGE