Recurring expenses

Created: 2014-04-18
Last updated: 2021-11-09
Post view count: 4430

If you issue the same expenses regularly (e.g. once a month), it is convenient to set up recurring expenses.

 

In order to generate a specific expense automatically each month, Preview that expense and click Add > Set recurring.

recurring expenses

In the next step, enter the name of the recurring expense, set a date and intervals at which it will be generated and click save.

 

 

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Comments

Avatar sugester medium
YTR
do I need pro account ? I don't see the option on my interface

2018-01-05 16:29


michalb
michalb
Has the answer   Hello,
in order to enable recurring invoices you have to upgrade to the Professional plan.
Then you will be able to mark the '' checkbox and start to perform said documents.
Having said that, do you want me to perform a proforma invoice regarding the upgrade?
Kind regards,

2018-01-10 10:06


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