Crate an Recurring Invoices

This feature is available for Basic, Pro, Team, Business, Enterprise Plan.

1. Log in to your Openbix account from openbix.com.

2. On the left-side menu, click Finance > Invoices.

3. Click Recurring Invoices.

4. Click Add Recurring Invoice.

On the invoice, you can do the following:

1. Click Client. Select a customer from the list, or click Add to create a new customer.

2. Add a Project. Select/Search a Project from the list.

3. You can manage the currency (USD is default but you can add more) How to add currency.

4. Manage the bank that you want to note this trasaction.

5. Check the box if you want that your customer can Stop The Recurring.

6. You can add a Shipping Address.

7. Choose the Billing Frecuency from the dropdown. (Daily, Weekly, Bi-Weekly, Monthly, Quarterly, Half-Yearly, Annually)

8. Enter the date to start or select Inmediate Start

9. Enter the # of billing cycles to be charged (Type '-1' for infinite cycles)

Invoice Resume

This invoice resume can give you how you recurring invoice will work.

Add items and attachements

1. Click Add an item for each product or service you are invoicing for.

2. If you have already added products or services, select one from the dropdown menu, or type the item name in the search box and select the item. If you have no items saved, click Add to create a new item, then type in a name and description.

3. Enter the quantity and price. If you entered a price when the item was created, Openbix will automatically fill it in.

4. If applicable, select a tax. Learn how to Create a tax.

5. Enter a short description.

6. If you want to add more product/services, just click Add Item.

7. If applicable manage your discount below the Subtotal field. Could be Percent or Fixed amount.

8. In the Attachments section below the footer, click the + icon to upload or drag and drop your files. For more information on file types and size limits, see Frequently asked questions about attachments.

9. Now you can Save.

Now an invoice will be generated/sent each cycle that you declared. You will be able to see the details of those invoices in the invoice panel.

If you want to stop the recurring

1. On the left-side menu, click Finance > Invoices.

2. Click Recurring Invoices.

3. Identify what recurring invoice you want

4. Go to status, and switch Active to Inactive.