Q: What’s better than landing a client that you can invoice?
A: Landing a retainer/monthly work that allows you to invoice them on a recurring basis!
With Bill Flight, you can set up invoices quickly and easily and then wait for the checks to roll in!
Go To Recurring Invoices
First things first, we’ll want to set up a recurring invoice.
To do so, we’ll want to head to the “Recurring Invoices” section. This will allow us to make a template that will send out invoices until you command it to stop. To start, click on the “Create” button:
Select A Client
Next, you’ll want to choose your client that you will invoice. If you haven’t set one up yet, you can quickly do so with the “Add a Client” button:
Fill In The Details
Now for the nitty gritty. These fields will be what populates to the recurring invoice. The main differences with recurring invoices in Bill Flight can be found in the blue highlighted portion below.
This allows you to bill:
You will also be able to put an end on the billing by limiting invoices to:
- A specific date
- Number of occurrences
- Never (yay!)
Once you’re done, click on “Save & Review.”
Double Check The Invoice
We are now rolling! Double check your new invoice template and make sure that everything looks fantastic. You’ll note that you can see the recurring details below the invoice info:
It’s that easy! You can also hop back in and edit any recurring invoices no problem!