Before creating invoices, make sure your customer details, VAT settings, and product or service codes are correctly configured. This helps avoid errors and keeps your records accurate.
Please click the link below for a video tutorial.
How to set up a recurring invoice
1. Go to the Sales section
2. Click View, then select Repeat Invoice
3. Click Add Repeat Invoice
4. Enter the parent or customer, the amount to be charged, and the frequency (weekly, fortnightly, or monthly)
5. Choose your automation options:
• Auto-process — Nomi creates the invoice automatically on the scheduled date
• Auto-email — Nomi sends the invoice to the parent as soon as it is created
6. Customise any additional settings such as payment terms, invoice template, and whether VAT should be excluded
7. Click Save