Creating and Processing Recurring Invoices | Scribe

Creating and Processing Recurring Invoices

  • Carrie |
  • 37 steps |
  • 2 minutes
  • MyfundaccountingMyfundaccounting
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You may have a customer with an invoice that you need to send out regularly. You can now create a recurring invoice to generate at regular intervals, and can even automatically send them out to the customer via email for them to pay through a payment link.

Creating a recurring invoice

1
Navigate to [https://www.myfundaccounting.online/dashboard](https://www.myfundaccounting.online/dashboard)
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Go to the "Transactions" menu
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Go to "Transaction assistants"
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Click "Sales and Purchases"
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Click "Record a sale/ List sales"
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Click "Add New"
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Fill in the invoice prefix, number and customer name for the invoice.
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Click "Select Product"
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Fill in the rest of the details of the invoice.
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Click "..." to select a product for the invoice.
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Click "Select" on the product you would like to be included on the invoice.
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Select the bank account.
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If you are going to be sending this invoice to a customer in an email, fill in the remitter reference, account details, beneficiary reference and customer email.
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When you are ready to post the invoice, click "Store"
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To make a recurring invoice , click "Make a recurring invoice"
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Fill in the name of this recurring invoice that will help you recognise it in the list in the 'Display text' box.
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Enter the date from which you would like this invoice to begin generating from in the 'Start Date' box. You can also fill in the 'Finish Date' if the invoice is only going to be generating for a short date range.
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Click the 'Schedule' drop down menu and select the rate at which you would like the invoice to regularly generate.