Viewing recurring invoices on your Daftra account

  1. Click “Sales” from the main menu.
  2. Click on “Recurring Invoices”.

    • You can search by the “Subscription name” and also the “Client” for whom you’ve created the subscription.
    • Click on “Advanced Search” to view more filtering options.
  3. Click on “View” next to the required subscription.
  • Click on the “Select Status” button to change the subscription status.
  • Click on the “General Info” tab to view the subscription details that’s created for your client.
  • Click on the “Upcoming Invoice” tab to view the details related to the next subscription invoice.
  • Click on the “Previous Invoices” tab to view the invoices that have been created previously for that subscription with the options of downloading them in “PDF” format or  “View” them in a separate window.