How to convert an invoice to a recurring invoice

Converting an invoice to a recurring invoice in InvoiceQuick allows you to automate repetitive billing for your clients. Follow this step-by-step guide to create a recurring invoice:

Go to the Invoices Tab:

Click on the "Invoices" tab located in the navigation menu.
Select an Existing Invoice:

Find the existing invoice that you want to convert to a recurring invoice from the list of invoices.
Click the three dots (ellipsis) next to the invoice and select "Convert to Recurring Invoice."

Configure Recurring Invoice Settings:

After selecting "Convert to Recurring Invoice," you'll be redirected to a new page to configure the recurring invoice settings.

Choose First Invoice Date:
On the recurring invoice page, you'll have the option to choose when to send the first invoice.
Select "Now" if you want to send the first invoice immediately or choose a "Specific Date" for a future start date.
Set Invoice Frequency:
Determine the frequency at which you want to send the recurring invoice (e.g., daily, weekly, monthly, etc.).
Choose the appropriate frequency from the provided options.
Specify the Number of Repetitions (Optional):
If you want the recurring invoices to have a specific end date, input the number of repetitions for the invoice.
Alternatively, you can select "Infinite" if you want the recurring invoices to continue indefinitely without an end date.
Activate & Send:
After configuring the recurring invoice settings, review the details to ensure accuracy.
Once you're satisfied, click the "Activate & Send" button to activate the recurring invoice.

Congratulations! You have successfully converted an invoice into a recurring invoice in InvoiceQuick. The system will now automatically generate and send invoices based on your specified settings, streamlining your billing process.