Recurring Invoice Reminders

Recurring invoice reminders are automated notifications to remind you when an invoice is due to be sent. You can set this up 1 time to auto receive notifications via email and your " My Desk" tab in the app to send the invoice.  😊 

Set Up Recurring Invoices via the Proposal/Contract

First step is to create your proposal/contract.

See these helpful FAQ guides 

How To Create A Proposal
How To Create A Contract
How To Create A Proposal & Contract


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. 💌

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