How can I generate recurring invoices?

Recurring amounts for cost estimates

  1. Open an existing job and browse an existing cost estimate or create a new one
  2. Open the cost estimate and click ‘Edit’ at the bottom of the page
  3. Towards the bottom of the page, choose a date from “Billing date“ to define when a specific part of the overall amount should be billed
  4. In the column “Percent“ define how much of the overall amount should be billed (e.g. “50%“) on this date
  5. Depending on the previously entered percentage, repeat the last two steps by clicking the ‘plus’ icon until a billing rate of 100% has been achieved (i.e. billing the entire sum will be split up in these partial sums)
  6. Click ‘Save’, then click ‘Finalized+PDF’ and ‘Approve’ the estimate
  7. Go to “Finances“ > “Billing list“ and choose the previously defined “Billing date“ from the drop- down
    => The recurring cost estimate for this job is displayed in the table as part of the overall amount in the column ‘Recurring’

Other recurring positions

  1. Browse an existing job
  2. Scroll down and click the link “Recurring positions“
    => The tab “Recurring positions“ is displayed
  3. Click the green ‘plus’ icon to add a new positions
  4. Select a date from “First execution“ to define when the amount should be billed for the first time
  5. At “Interval“, choose the level of frequency for the amount to be billed (e.g. monthly)
  6. Choose a “Cost type“ from the drop-down
  7. Enter the “Amount“
  8. Go to “Finances“ > “Billing list“ and choose the previously defined date from the drop-down
    => The recurring position for this job is displayed in the table as part of the overall amount in the column ‘Recurring’