Steps to Add Recurring Items to Estimates

  1. Enable Recurring Items

    • In the estimate editor, open the Options panel on the right sidebar.
    • Toggle the Recurring Items option to enable it.

  2. Identify Recurring Items

    • Once enabled, an R icon will appear next to each item in the estimate.

  3. Configure Recurring Settings

    • Click on the R icon next to the item you want to make recurring.
    • A popup window will open with the following settings:
      • Issue Date: Select the start date for the recurrence.
      • Generate First Invoice on Issue Date: Choose whether to create the first invoice immediately.
      • Frequency: Set how often the item recurs (e.g., Monthly, Weekly).
      • Duration: Choose whether the recurrence is ongoing or specify the number of occurrences.
      • Charge Type:
        • Manual: Invoices for recurring items will need to be paid manually.
        • Automatic: Invoices will capture payment details during the first transaction and use them for subsequent automatic payments.
      • Delivery Options: Decide if invoices should be sent automatically or saved as drafts for manual review.
      • Mark as Paid: Optionally, set the invoices to be marked as paid automatically.

  4. Save the Settings

    • Once all settings are configured, click Submit to save the recurrence settings for the item.

  5. Save and Send the Estimate

    • Save the estimate and send it to your customer. The recurring settings will be reflected in the estimate.

How Recurring Settings Take Effect

  1. Upon Approval and Payment:

    • Once the estimate is approved and converted into an invoice, the customer will receive the invoice and pay the full amount.
    • After payment, the system automatically creates recurring profiles based on the recurring items and their configured settings.

  2. For Future Recurring Invoices:

    • For each recurring item, the system generates new invoices based on the frequency and duration settings.
    • If Charge Type is Manual: The recurring invoices will be sent to the customer for manual payment.
    • If Charge Type is Automatic:
      • The first invoice for recurring items captures the customer’s payment details.
      • From the next recurring cycle onward, the system automatically charges the customer and sends the invoice receipt for their reference.