1
Navigate to the relevant proejct.
2
Click "Invoices" tab.
3
Click "Recurring Invoices"
4
Click "Add"
5
Fill in all information.
6
Click "Packages"
7
Select package templates that should be on the recurring invoice.
8
If adding any custom packages, click "New Line Item" & fill in all package information.
9
Click "Add Item"
10
Click "Add a payment plan"
11
Select the payment plan you have made specifically for Recurring Invoices.
12
Make sure the due date is # of days "after payment plan applied to invoice". No other due date type will work for a recurring invoice.
13
Customize reminders for the payment plan as needed. Remember that your clients will NOT be able to receive any reminders before the Dubsado "Due Date", so it's suggested that your ACTUAL accounting due date is AFTER the due date you set in Dubsado so that you can use reminders to remind your clients prior to their payment being due.
14
Click "Start Recurrence"
