How to create a recurring invoice
Learn how to create a repeating invoice in Bookipi Invoice Web v2 with our simple steps. Recurring invoices are only available for the Invoice document type in Bookipi Invoice.
Step 1: Navigate to the Invoice Category
On your Document lists, go to the ‘Invoice’ category.
Step 2: Create a New Invoice
Click ‘+Create’ on the upper left of the screen.
Step 3: Enter Invoice Details
Fill in all the required fields, such as Customer Name and Item Details.
Step 4: Set Recurring Frequency
Select the drop-down next to ‘Recurring’.
Choose your preferred Repeat Frequency for the invoice (e.g., daily, weekly, monthly).
Your invoice repeats within 3 hrs of your selected issue date. For example, if you saved your invoice at 3 PM for a frequency of every day, the invoice will be sent between 3 PM to 6 PM the next and following days.
Step 5: Customize the Next Issue Date
Adjust the 'Next issue date' as needed.
Step 7: Save Your Recurring Invoice
Click ‘Continue’ to finalise and apply your changes.
You have now created a recurring invoice. Your recurring invoice is set to repeat based on your selected frequency.
You can view your list of recurring items by selecting 'Recurring' beside the 'More' option.
Please note that the 'Recurring' feature is currently available only on the web app and is not accessible on the mobile app.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.