How to automatically invoice a client every month ?

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Can’t find an easy documentation to do this.

I have several clients that I charge the same monthly dues to, and would love to send the invoice at the first of the month automagically?


The automagic stuff is located in Settings > Subscriptions. Then go back to the client screen and tick which subscription they belong to. That’s probably the easiest way to setup automatic billing for clients.

The other way is to create an “Invoice” for the client, then choose an invoice “Create Date” and an invoice “Renewal Date” (down the bottom). Let me know if either of these do not work.

Perfect. I will test with my “test person!”

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