Creating a recurring invoice/ subscription

Daftra provides the functionality of creating recurring invoices that get generated automatically at fixed intervals and until a determined  ending-date, and they work as due invoices or subscriptions/ installments for the client.

 

Note: Before starting, make sure to activate the “Sales App” in your account.

 

 

Steps to create a recurring invoice

1. Click on “Sales” from the main menu.
2. Click on “Recurring Invoices”.
3. Click on “New Subscription”.
4. Choose the required layout from the “Invoice Layout” dropdown menu.
   
   • Note: Additional invoice layouts are required to be in the account. For more details, see the guide to Invoice/ Estimate Layouts.
5. Enter the subscription name in the related field in the recurring invoice screen.
6. Specify the interval between each invoice and the other by entering the value in the “Generate Invoice Every” field.
7. Specify the duration type from the  list and select from among days, weeks, months, years.
8. Set the number of “Occurrences” for the invoice.
9. Set the “First Invoice Date” to be issued by this subscription.
   
   • Note: The system automatically sets today’s date as the first date of issuance of recurring invoices.
10. The recurring invoice can be set for issuance several days before it is due by adding value in the “Issue Invoice Before” field.
    
11. Tick the “Send me a copy of the new generated invoices” box  to receive a reminder and a copy of the invoice issued to the client.
    
12. Tick the “Display “From” and “To” dates in the invoice” box if you wish to show the dates of the period in which the invoice is due.
    
13. Tick the “Enable automatic payment for this invoice” box to automatically pay any invoices generated by this subscription.
    
    • To enable this feature, a client’s credit card is required to be registered on any of the available online payment options in Daftra, for more details on how to activate the online payment options,, please check the guide Payment Options.
14. Choose the invoicing method for the invoices generated by the recurring subscription between “Send via Mail” or “Print (Offline)”.
    
15. Choose the required client.
    
    • You can click on the “New” button to quickly add a client to your account without detailed information. If you want to add the client with his detailed information, you can check the “Add Client” guide.
16. Fill in the invoice items table with the required data, which will be automatically generated with the same prices and quantities for each generated recurring invoice.
    
17. Click on the “Preview” button to review the invoice details before you save the subscription.
    
18. Click on the “Save” button once you are done.