Creating a Recurring Bill

To create a recurring bill profile, click the top right "Add New" button on your Dashboard and choose "Recurring Bill".

Just like when creating a regular bill, you will then be taken to an empty bill template. In addition to this, you'll see a recurring profile "Schedule" menu, which we'll go into now:

Profile Name:

The name for your recurring bill profile, e.g. "Subscription payment for Basic Plan".

Start Date:

The date you would like this recurring bill profile to start.

Frequency:

The frequency your recurring bills are issued.

Occurrences:

The total number of occurrences for this recurring bill profile. Type "0" in order to make it indefinite.

Profile ID:

This is your bill sequence numbering prefix. E.g. specify "XY" to have invoicely number your bills "XY1, XY2, XY3, ...".