Skip to main content

Recurring Invoice Items

Tom Higgs avatar
Written by Tom Higgs
Updated over 2 months ago

Overview

It's possible to set up automated recurring billing charges for your clients such as account management, stock management - fixed room/area storage etc.


Add Recurring Billing Item

To set up a recurring invoice item that will be applied to each invoice depending on the frequency, please follow the steps below:

  1. Click 3PL Accounting then Overview.

  2. Then, click Recurring Invoice Items.

  3. Select the Client.

  4. Choose the Invoice Item Type.

  5. Enter an Amount.

  6. Select the Frequency.

  7. Enter any Comments.

  8. Finally, click Create.

Did this answer your question?