Recurring invoices create and send an invoice for a project automatically on a schedule you set. On each scheduled date, NeetoInvoice collects the project's unbilled time entries, expenses, and services, builds an invoice from them, and sends it to the client. If there is nothing to bill in a cycle, no invoice is created for that cycle.
Sending the first invoice manually
Each automatic invoice reuses details from the most recent invoice sent for the project, such as the recipients, notes, tax details, and display settings. Because of this, at least one invoice must be sent in the traditional manner before recurring invoices can be set up. If the project has no sent invoices yet, the recurring invoices page asks you to send one first.
Setting up recurring invoices
Go to Projects and open the project.
Go to More > Recurring invoices.
Turn on Enable recurring invoices.
Pick the First issue date. This is the day the first automatic invoice is sent.
Set the Frequency, such as every 7 days or every 1 months.
Set the Time to send the invoice at and the Timezone.
Under Select the interval for which timesheet entries should be included, choose Include all unbilled entries or Upto last month.
Click Save changes.
Recurring invoices and billing methods
Recurring invoices are designed for projects billed by the hour at this time. Each automatic invoice is built from unbilled hours priced at your hourly rates, plus any unbilled expenses and services. On fixed-price projects, hours have no hourly rate, so an automatic invoice can only pick up unbilled expenses or services. If there are none, the total comes to zero and no invoice is sent for that cycle. For fixed-price projects, send invoices manually instead.
Choosing which entries are billed
The interval setting controls how far the invoice reaches when it collects entries. "Include all unbilled entries" bills everything unbilled up to the day the invoice is generated. "Upto last month" bills unbilled entries only up to the end of the previous month, which is useful when the current month is still in progress and you want to bill it in the next cycle.
To stop the schedule, turn off Enable recurring invoices on the same page and save. Invoices that were already sent are not affected.