How to set up a recurring invoice or bill

Set it up once: each occurrence is made on its day with the same lines. A monthly one started on the 31st falls on the last day of shorter months.

Steps

  1. Open recurring invoices

    Choose Sales → Recurring invoices, then New recurring invoice.

  2. Say what repeats

    Under What repeats choose An invoice or A bill, give it a name, pick the customer or supplier and enter the lines.

  3. Set the schedule

    Choose First invoice on, Repeat every and when it Ends. Issue days early makes each one that many days before its date; Say the period each covers adds the period to each document.

  4. Choose what happens

    Choose whether each stays a draft to review, is approved, or is approved and sent; to send, pick Send by Email, WhatsApp or SMS and a template. Then Save.

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Aqid ERP in Saudi Arabia

Set up for Saudi Arabia's rules from the first day.

  • Plans from  79 a month
  • ZATCA Phase 2
  • VAT 15 %
  • GOSI & Mudad WPS
Aqid ERP for Saudi ArabiaPrices in Saudi ArabiaVAT registration in Saudi Arabia: the thresholds, the 30-day deadline and the fineGetting a VAT refund from ZATCA: the credit balance, the request and the bank accountCancelling VAT registration in Saudi Arabia: when you must, when you may, and what follows