Creating recurring invoices in BarnManager is flexible and easy. But first, we need to know if the invoice is eligible to be set as a recurring invoice.
Any invoice with a Split Expense WILL NOT be available to schedule as recurring.
Any invoice that has not yet been sent to the customer WILL NOT be available to schedule as recurring.
All other invoices will be eligible.
To see if an invoice is eligible, locate the invoice (go to All Invoices in the left-hand menu), then select the three dots to the right of the invoice. This will show you your invoice options.
If you see "Set recurring options" the invoice is eligible.
Here are the steps to set the Invoice as recurring:
First, locate the invoice that you would like to schedule to recur.
Once you have located the Invoice, select the 3 dots to the right of the invoice, or click on the invoice number to enter preview mode.
If you selected the three dots, select "Set recurring options"
If you do not see "set recurring options," this invoice may not be eligible for this feature (see above).
If you opened preview mode, select the button at the top "Make Recurring."
Select the settings that you would like for this invoice's recurring schedule.
Select users to receive notifications when the invoice is auto-generated each time. This allows for the user to review the invoice draft before it is sent on the scheduled date.
Select "Submit."
You can edit these settings or deactivate the recurring invoice at any time. Click here to read about managing recurring invoices.