Recurring documents are those which automatically create an invoice, expense or estimate each month, week, or any other time interval.
To create a recurring document:
- Go to the recurring invoices, recurring expenses or recurring estimates page.
- Click Create recurring.
- Complete the fields:
- Start date – Select the date you’d like the first invoice to be sent. This date must be the current date or a future date.
- Interval – Select how often you’d like an invoice to be sent.
- On scheduled date – Select what you’d like Quaderno to do on the scheduled date.