Can Billings remind me about sending invoices to my clients periodically?
You can configure Billings to remind you about sending invoices to clients periodically by setting up recurring billing. Unlike recurring invoices, in this case, Billings gathers all the unbilled slips of a client that are also marked as completed and includes them as individual line-items of the invoice.
For example, consider you send invoices to clients every month by the month end. You can set up Billings to collect all the slips for a client where work has been completed and is unbilled and prompt you to send an invoice.
To set up recurring billing
- Choose File > New Recurring Invoice.
- Enter the appropriate information. Keep in mind the following:
- Select a client whom you want to bill.
- Select the "Include all unbilled slips" checkbox.
- Set up a schedule for the invoice.
- Click OK.
Billings creates a recurring invoice.
If you have set up recurring invoices that are waiting to be sent, you will see a number next to "Recurring" in the Billings window. This number signifies how many recurring invoices are ready to go.
To send an invoice
- Select the client.
- Choose View > Recurring.
- When the current date matches the scheduled date for sending the invoice or is past the scheduled date, you will see a Send button. Click Send to dispatch the invoice.
The Invoice window opens.
- Enter information as appropriate. Keep in mind the following:
- In the Invoice tab, you can select a style, enter details, pick a delivery option, and specify comments for the invoice.
- In the Slips tab, you can see what slips will be included as individual line items of the invoice. You can also add other slips of the client in the invoice.
- You can select the Preview tab to see the invoice.
- Click Create.