How do I create a recurring invoice from a regular invoice?

It's easy 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!

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