Create a recurring invoice and subscribe a client (Package)
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 generate invoices according to the terms you have configured automatically.
* If you have already created your package and only want to know how to subscribe to your client, jump to 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 register one of your clients, select > Clients. And in the client option list, select > Subscribe to a package.
Choose the package you want.
You cannot change the package information.
make sure to have a billing address ready to enter. if you need to modify 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.
Review the whole subscription before finalizing it > ACTIVATE THIS PACKAGE.