Use recurring invoice plans to create an invoice template and schedule it to automatically create and email invoices on a repeating basis.
To create a new invoice:
Click the Invoices tab to open the Invoices List.
Click Recurring Plans.
Click the New Recurring Invoice Plan button in the sidebar.
Select the plan start date and frequency (Weekly, Monthly, Every 3 Months, Every 6 Months, Yearly).
WorkingPoint uses these settings to determine when to send out the invoices by email. 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. See more examples
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 Monthly, Every 3 Months, and Every 6 Months plans, if you chose a start date that does not exist in all months, like the 31st, the invoice will go out on the last day of the month for months that do not have the 31st.)
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.
(Optional) Check the End Date checkbox and select a date to stop sending invoices after the specified date.
Enter the terms in the Payment Due field. This is the number of days you want WorkingPoint to use to calculate the invoice due date. Entering 30 means the payment due date will be Net 30 days after the invoice date, entering 0 means due Upon Receipt.
WorkingPoint pre-fills the Payment Due number of days for you based on your default terms in Settings, but you can override it.
(Optional) Uncheck the Updates Taxes? checkbox if you do not want WorkingPoint to update the plan and invoice with the current sales tax rates when a new invoice is sent. More
WorkingPoint is equipped with a full sales tax rate table for all cities, counties and states in the U.S. and it's updated frequently. When you create an invoice template for a recurring plan, WorkingPoint stores the current sales tax rate or the values you enter in the sales tax field, if you choose to override the default rates.
WorkingPoint defaults the Update Taxes? checkbox to checked so your rates are updated each time a new invoice is sent and the plan is updated with the new rates. If you uncheck the checkbox, WorkingPoint will not update the rates and will leave them as is.
(Optional) Enter a memo to add an internal description or plan name. The memo is not visible to customers.
Complete the body of the invoice. Show step-by-step instructions
In the Customer field, start typing
a customer name. As soon as you see the customer in the menu, click it.
Or, click 
to
add a customer on the fly.
In the Document Information section, enter the Customer PO number, if any.
Check the “Include Shipping Information” checkbox if you want to enter shipping information, including a shipping address and shipping charges.
In the line item section, start typing
the product or service the customer is purchasing. Or, click 
to add a new item
on the fly. More on adding a new item
If you are adding an inventory item and your start/next invoice date is today, WorkingPoint tells you the on-hand quantity as of the invoice date.
Press Tab. WorkingPoint enters the price and unit for you based on what you entered when you set the item up. But you can change the price if you need to.
In the Quantity column, enter the number of the item the customer is purchasing. If the item is an inventory item and your next invoice date is today, WorkingPoint displays the quantity available below the entry field so you can be sure not to sell more than you have available.
Press Tab. WorkingPoint calculates the total and applies the appropriate tax if the item is taxable. But you can change the taxable status and rate if you need to.
Continue adding items as needed. Click Add Line if you need more space.
To add a discount, choose whether the discount is a percentage or a dollar amount. Then enter the amount.
(Optional) Enter any notes for the customer. For example, you might want to say something like “Thanks for the work!”
(Optional) WorkingPoint pre-fills the terms and conditions section, if you have set up your Settings to do so. But you can override it if you need to.
(Optional) Enter any other notes for yourself or your employees. The customer won’t see these notes.
Click Save Recurring Invoice Plan.
Complete the email template.
The email template lets you specify whom you would like to receive the invoices as well as craft your subject line and message. The email is sent from the user's email that sets up the recurring invoice plan.
Click Finish Saving Recurring Plan if your start date is a future date (not today) or click Finish Saving & Send Plan if the next invoice is scheduled for today.
Entering more recurring invoice plans? Click the New Recurring Invoice Plan button at the top of the plan you just created.
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Note: If you have set up your account to receive invoice payments with PayPal, you can include a button on your invoice your customers can click to make a payment to you. |
*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.
