Join Josh Zweig for an in-depth discussion in this video Adding recurring invoices, part of FreshBooks Essential Training.
- If you're invoicing customers…the same amount on a regular basis,…sending a new invoice each time…can actually be quite time consuming.…So to speed things up, FreshBooks allows you…to set up a recurring profile for each client,…and that way you can automatically…send them recurring invoices.…To get started, click on invoices from the top menu bar,…then the recurring subtab.…Click on the new recurring profile button…on the right-hand side of the screen…to set up a new recurring profile.…Next to where it says schedule,…click the start date text box…and use a calendar link to pick the first date…in which you'd like your invoice to go out.…
Under the how often drop-down menu,…select how often you'd like that invoice to go out.…In our example, we'd like that invoice to go out…on the first of every month starting next month.…So, we'll select monthly.…In the how many text box,…you can select how many invoices that you'd like to set up.…If you know you're going to stop billing,…let's say, three months after your first bill,…
Visit FreshBooks.com to sign up for a free 30-day trial and use your new account to follow along with Josh.
- Signing up for FreshBooks
- Accepting credit cards
- Adding customers and contractors to FreshBooks
- Logging time to projects and tasks
- Creating estimates and invoices
- Tracking receivables
- Tracking expenses
Skill Level Beginner
1. Getting Started with Freshbooks
2. Setting Up Shop
3. Adding People
4. Time Tracking
5. Estimates and Invoicing
6. Expense Tracking
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