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How to create a recurring invoice

Set up automatic invoices for repeat customers and services.

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Recurring invoices save time when you bill the same customer on a regular schedule, such as monthly subscriptions, rent, or maintenance contracts.

Step 1: Open recurring invoices

From the dashboard, open Sales and select Recurring Invoices, then click Create Recurring Invoice.

Step 2: Choose the customer and items

Select the customer and add the products or services to bill. VAT is calculated automatically from your tax settings.

Step 3: Set the schedule

  • Frequency: weekly, monthly, quarterly or yearly
  • Start date and optional end date
  • Payment terms and due date

Step 4: Activate

Save the profile. Fatoorah360 issues each invoice on schedule, signs it, and submits it to ZATCA where required.

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