GorillaDesk's invoice frequency feature will allow your invoice to repeat on its own frequency, separate from your job's frequency. This is extremely beneficial when your billing cycle does not align with the frequency of service.
If you're already familiar with our recurring jobs, setting up your recurring invoices will be very familiar.
Here's how it works:
Open an active job with an invoice attached.
By default, your invoice will repeat with the job. Click 'Edit' to customize the frequency.
3. Change the repeat option to your desired frequency.
Weekly
Monthly
Yearly
For this example, we will set the invoice to repeat Bi-Monthly while being attached to a Monthly, recurring job.
Much like job frequency, you will need to establish your invoice's:
Repeat by
End period
Invoice date
Action
Before moving forward, let's take a closer look at date issued, invoice date, and action.
Date issued/Invoice Date: This is the date of the first invoice in that sequence and the date the action will take place.
The Invoice Date reflects the Date Issued.
Action: This is the action that will occur on the invoice date. Your invoice can:
Send by email
Send by email and CC
Send by SMS
Send email and SMS
Charge to a card on file
Charge to a card on file and send a receipt.
Please note: If you select a future date as the Date Issued, the specified action will take place on that date and will automatically trigger moving forward on the set frequency. If you select today's date or a past date as the Date Issued, you will have the option to perform the trigger immediately or at a later time.
Upon saving, you'll now have the ability to see your invoice's frequency, which will be separate from your job frequency.
Job frequency:
Once you've established the frequency of your invoice, scheduling changes to your job will not affect your invoice any longer.
For example, if we move our job (initially scheduled Monthly on the 4th Wednesday) to repeat Monthly on the 4th Thursday; your invoice will still maintain it's own frequency.
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You have the ability to set up recurring invoices from active jobs on your calendar OR as stand-alone invoices on the customer's account.
Navigate to your customer's account
Click New Invoice
Set up your frequency and click Save
All recurring invoices are displayed on the 'Invoices' tab within the customer's account.
Note: Your recurring invoices are reflected in your Sales Forecast report and can also be accessed in an All Invoices report.