Recurring invoice plans allow you to create an invoice template and schedule it to automatically create and email invoices on a repeating basis.
You can set the start date (when the first invoice will be sent), the frequency or how often you want the invoice sent out (Weekly, Monthly, Every 3 or 6 Months, Yearly), and when you want the plan to end. WorkingPoint will use these settings to determine when to send new invoices via email. More about frequencies
WorkingPoint sends out invoices scheduled for weekly emailing on the same day of the week as the start date. For example, if you choose “Monday, April 12, 2010” as the start date and “Weekly” as your frequency, WorkingPoint will send an invoice every week on Monday until the plan end date.
For Monthly frequencies, an invoice will be emailed on the same date as the start date each month. For example, using the same 4/12/2010 start date, WorkingPoint will send a new invoice out every month on the 12th until the plan end date.
For Every 3 Months frequencies, invoices will be sent out every three months on the same date. For example, using the same 4/12/2010 start date, the next invoice will be emailed out on 7/12/2010, then again on 10/12/2010 and so on until the plan end date.
For Every 6 Months frequencies, invoices will be sent out every six months on the same date. For example, using the same 4/12/2010 start date, the next invoice will be emailed on 10/12/2010, then again on 4/12/2011 and so on until the plan end date.
For Yearly frequencies, an invoice will be emailed on the same date as the start date each year. For example, using the same 4/12/2010 start date, WorkingPoint will send a new invoice out every year on April 12th until the plan end date.
You can also set other plan options, like whether you want WorkingPoint to update your sales tax rates, so you can be confident that your invoices are reflecting the current rates. And you can add email addresses and personalize your email message by saving an email template that WorkingPoint uses to send out your invoice, so you know exactly what is being sent and to whom. With recurring invoice plans, you can literally invoice customers while you sleep.
Using recurring invoices, you can:
Schedule invoices to be automatically sent to your customers
*Access to this feature may depend on your account plan. Log into your WorkingPoint account and click "Account" (in the upper right hand corner), then "Change account plan" to view your plan details.
How do I create a recurring invoice plan?