Note: The best way to set up a series of recurring invoices is to use the Engagements feature.
When creating an invoice, you have the option of scheduling recurring invoices. Click I would like to make a series of invoices just like this one:
Note: To send future invoices automatically, you'll need to check the box to 'Send this invoice' on this first invoice you create.
Now, choose the number of future invoices you'd like to schedule and the frequency:
Scheduled invoices will show as scheduled in your Business Center >> Invoicing >> Accounts for that client or company:
