Recurring Invoice Reminders
Recurring invoice reminders are automated notifications to remind you when an invoice is due to be sent and these are set up as per your billing schedule with your project terms. Your Project terms/billing schedule can be set up via a proposal, contract and project. A proposal and contract once approved auto creates your project in the app for you. You can set up your billing schedule within the project terms 1 time to auto receive notifications via email and your " My Desk" tab as a to do task in the app to send the invoice when it is due. 😊
Set up recurring invoice reminders via the proposal/contract
First step is to create your proposal/contract.
See these helpful FAQ guides
When creating your proposal/contract you will be prompted to set up your billing schedule via the project terms section within the proposal/contract.
Enter in the conditions of the recurring invoice reminders such as date of first invoice, frequency of billing eg. weekly, bi weekly, monthly, quarterly or custom and when you would like your first invoice reminder to commence.
Once your proposal/contract is approved by your client a project is auto created. for you in the app and you can view the project via the projects tab.
Set up recurring invoice reminders via a Project
If you have created a project you can set up the invoice reminders via the project terms section of the project.
See this FAQ guide on How Can I Create A Project
To set up your recurring invoice reminder options in the project
Select the Projects tab > Select the Project > Terms > Edit Billing Schedule
Enter in the conditions of the recurring invoice reminders such as start and end dates, date of first invoice, frequency of billing eg. weekly, bi weekly, monthly, quarterly and when you would like your first invoice reminder to commence.
You can also set a custom billing schedule by selecting the custom option from he drop down and you will also see a schedule of dates for your invoices reminders on a custom schedule.
Once you have set these conditions select save and you will receive an invoice reminder due notification via your my desk as well as via email.
Invoice reminder via your Desk tab
Invoice Reminder via email
Once you select the invoice due notification via your "Desk" or "Email"notification tab the invoice will pre-populate for you with your billing terms ready to be sent.
At this stage, you can make any necessary changes to the invoice by selecting > edit
Once the invoice is good to go you can simply select > send and send the invoice to your client for payment. 🙌
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌