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New Feature: Create a Recurring Invoice from a Regular Invoice

by Andy Johnson in News & Updates

We're making it super simple to create a new recurring invoice from any regular invoice that already exists in your account. Here's how it works:

In the "Actions" menu for any regular invoice you'll find a "New Recurring" option:

Selecting the "New Recurring" option will start the process of creating a new recurring invoice template, with all the details of the originating invoice pre-filled in the template.

The only thing left to do is to select the date range, frequency, and delivery method for your new recurring invoice template, make any additional edits you'd like, save the new template, and you're done!

We hope this comes in handy by eliminating the manual copy/paste process of trying to match the details of a new recurring invoice template to an existing regular invoice. Your time can now be better spent elsewhere. :)

Have additional ideas or suggestions? Let us know!

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