A recurring invoice is an invoice that is automatically created and placed in your drafts folder at a specified interval of your choosing. Once the invoice has been created, you have the chance to review it before you send it to your clients. Recurring invoices are great for ongoing maintenance services like weekly mowing, and they help ensure that you never forget to bill your customers.
1. Tap the plus button and select “Invoice”
Alternative options: Tap on the "Invoices" icon at the bottom, select the invoices section in your CRM, or navigate to the Home screen and select "Invoice".
2. Tap “Choose a client” or "Create a new client"
Select a client from Duranta's CRM, or you can create a new client from scratch
💡Pro tip: if your client already has a proposal, you can convert the proposal into an invoice. If you do that, skip to step 5.
3. Toggle on the "Make Recurring" switch
4. Select the date range and schedule for your invoices
Choose how often you want this invoice created "Frequency"
"First Invoice" is when your first invoice draft will be created, and the date that you want your last invoice created is the "End Date"
💡Pro tip: if you don’t put an end date, Duranta will continue creating invoices indefinitely until you end the recurrence.
5. Review the summary
💡Pro tip: when you set an invoice on a recurring schedule, Duranta does not automatically send them to your client. Duranta creates a draft on the date you chose. This gives you a chance to review the invoice before you send it to your client.
6. Add items to your invoice
When you are completed, hit "Done"
7. Review your upcoming invoices
Upcoming invoices in the invoice page have a circular flow arrow to them
The upcoming invoices can also be seen in your CRM
