Auto-Invoicing

You can set up auto-invoicing to save time

To do this, go to the Customer Tab>Customers

Find the customer you want to set auto-invoicing up for and click the pencil button for that customer

 

 

 

You will see the options to turn on Auto-Send Invoices and Auto-Create Invoices

 

To turn on Auto-Sending of invoices, select the box next to “Enable Auto-Sending Invoices

You will then select how often the invoices will be sent to this customer.

You can choose for the invoices to be sent daily, weekly, or monthly.

Based on what you choose, more options will appear for you to finalize when you want the invoices sent.

When finished, click the blue “Save” button.

 

 

 

To turn on Auto-Creating of invoices, select the box next to “Enable Auto-Creating Invoices

Select how often you want invoices created for this customer.

You can choose to have invoices created daily, weekly, or monthly.

Based on the option you choose, more settings will appear for you to finalize your auto-creating of invoices settings for this customer.

When finished click the blue “Save buttonblank

 

Updated on February 21, 2022

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