Invoicing: How to create a manual recurring service line for a client
This guide provides step-by-step instructions on how to create a manual recurring service line for a client in the invoicing system. By following these steps, users can easily set up and manage recurring charges for their clients, ensuring accurate and efficient billing.
13 steps
Leanafywms
1
Go to your central dashboard and log in if necessary [https://central.leanafywms.com/](https://central.leanafywms.com/)
2
Click on Menu
3
Click on "Client List"
4
Select the client
5
Click on "Charging Model"
6
Click on "UP arrow"
7
Click on "Create Manual Recurring Service Line"
8
Enter Action
9
Enter bill description
10
Enter base bill price
11
click and select frequency from dropdown
12
Click and select the date for monthly recurring charge.[Options only when you select frequency as Monthly ]
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You can select frequency as daily or weekly (in which you have to select the day for a recurring charge) and also you can choose custom interval
13
Click on "Add Manual Service Line"