Recurring Invoices
Some clients are billed on a regular basis. Bill Engine can automatically create invoices each time they are required to save you time and effort. This feature is called Recurring Invoices.
Bill Engine displays the list of recurring invoices under Recurring in the Manage Bar. You can sync your recurring invoices with iCal in Preferences > iCal.
Differences between a recurring and an ordinary invoice
- A recurring invoice contains information to tell Bill Engine when and how often it should generate it.
- With Recurring, invoices can be generated automatically by Bill Engine if you check the Create Invoice Automatically box when creating a new recurring invoice.
Options for frequency of recurring invoices
- Daily
- Weekly
- Every two weeks
- Every four weeks
- Monthly
- Every two months
- Quarterly
- Every six months
- Annually
Adding a recurring invoice
- Select Recurring in the Manage Bar.
- Click the Add button in the Bottom Bar or select Action > New Recurring Invoice.
- Enter the invoice information:
- Frequency: The invoice frequency.
- Client
- Date: Date on which the next invoice is supposed to be created.
- Purchase Order
- Status
- Due Date: Due date for the next invoice.
- Reminder: Choose whether you would like to be reminded about the invoice and how much advance notice you would like.
- Create Invoice Automatically: Check if you want Bill Engine to create the invoice automatically.
- Start adding items from your Inventory.
Making an existing invoice recur
- Select the appropriate invoice.
- Right-click on it or go to Action and select Make Recurring.
- The invoice appears in the Recurring list. Enter its frequency and other relevant details.