Billings Pro Help
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# Setting up recurring invoices

If you send the same invoice to a client periodically, then you must set up a recurring invoice. For example, consider you offer web hosting services to a client and send an invoice to the client every month. Instead of manually creating and sending an invoice every month, you can set up a recurring invoice.

## To set up a recurring invoice

1. Choose File > New Recurring Invoice.
2. Enter the appropriate information. Keep in mind the following:
   - Select a client to bill.
   - To create a slip, click + New Slip and enter the details. If you have set up slip blueprints, you can also create a new slip from blueprint by clicking New Slip From Blueprint and selecting a blueprint from the list.
   - You can specify how frequently Billings Pro should send the invoice.
3. Click OK.

When it is time to send the invoice, a badge shows up on the Billings Pro dock icon representing the recurring invoice that is due. Additionally, you will see a number next to "Recurring" in the source list of the Billings Pro window which represents the number of invoices ready to be sent to clients. All invoice related details are already in Billings Pro and a single click of a button will do the job.

## To send an invoice

1. Choose View > Recurring.
2. When the current date matches the scheduled date for sending the invoice or is past the scheduled date, you will see a Send button. To generate and send the invoice, click Send.

   The Invoice window opens.

3. Enter information as appropriate. Keep in mind the following:
   - In the Invoice tab, enter details, pick a delivery option, and specify comments for the invoice.
   - In the Slips tab, you can see what slips will be included as individual line items of the invoice. You can also add other slips of the client in the invoice or re-order slips by drag and drop.
   - Select a style from the style gallery. Note that styles with badge numbers indicate multiple available layouts for grouping data.
   - Click the the Preview tab to see the invoice. If you have selected a style with multiple layouts, you can select a layout from the Layout pop-up menu.
   - To customize the invoice, click Options. Select the settings you need for the invoice and click OK.
4. When you are ready to send the invoice, click Create Invoice.

## See also

About recurring invoices

Sending a project invoice

Sending a consolidated client invoice

Creating a Pro Forma invoice

Can Billings remind me about sending invoices to my clients periodically?