If you are a business working on retainer projects OR subscription-based offerings, you may need to create the same invoices every month. Not only that, but you may also have various types of recurring expenses such as utility bills, rent, etc.
Refrens helps you automate this with our recurring invoices/expenses feature.
Let's see step-by-step how you can create a recurring invoice that repeats every 10 days.
Step 1: Create an invoice
Firstly, just create a normal invoice from your invoice dashboard.
Step 2: Mark it as "This is a recurring invoice"
Marke the checkbox "This is a recurring invoice" as shown below.
Step 3: Set repeat frequency
Select the period at which you want the invoice to be recreated. For example, every month, every 3 months, every year, etc.
In case you want to customize the recurring period, just click on "Custom". As you can see below, this allows you to add the number of days at which you want the invoice to be recreated.
Step 4: Choose how you want the recurring invoice to be saved
Depending on your business requirements, you can choose if you want the autogenerated recurring invoices to be kept as a draft, or if you want them to be saved.
You can also choose to directly send the invoice to the client over email & WhatsApp without any manual intervention!
That's it! You can follow the same process for creating recurring expenses as well.
Start automating your recurring invoices & expenses today!