How do I set up recurring invoices in FreshBooks?
If you are a business owner or freelancer, setting up recurring invoices in FreshBooks can be a great way to streamline your billing process. By setting up recurring invoices, you can save time and energy by not having to manually create and send invoices each month. Additionally, you can ensure that your clients are billed on time and that you are paid promptly. Setting up recurring invoices in FreshBooks can help you to stay organized and on top of your finances.
Grace Everwood
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11 steps
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19 seconds
Freshbooks
1
Go to [https://www.freshbooks.com/](https://www.freshbooks.com/) and log in to your FreshBooks account.
2
Click the "Invoices" tab at the top of the page.
3
Click the "Create Recurring Invoice" button.
4
Enter the customer information, including the customer name, email address, and billing address.
5
Enter the invoice details, including the invoice number, due date, and payment terms.
6
Enter the line items for the invoice, including the item name, description, quantity, and rate.
7
Click the "Save" button.
8
Click the "Schedule" button.
9
Select the frequency of the recurring invoice from the drop-down menu.
10
Select the start date and end date for the recurring invoice.
11
Click the "Save" button.