Recurring Sales
Recurring sales refer to regular, predictable sales transactions that occur on a periodic basis, typically involving the sale of products or services on a recurring or subscription-based model to a client. These sales generate revenue at regular intervals, often weekly, monthly, quarterly, or annually.
To Set Recurring Sales
On the Account page, select sales
- Select New Recurring sales
- Complete required fields
| Fields | Description |
|---|---|
| Repeat Every | How often do you want the recurring invoice to repeat |
| Frequency | It is the rate of occurrence or the number of times of the invoice, eg. Days, Weekly, Monthly |
| Start Date | Invoice start date |
| End Date | Invoice end date |
| Send Automatically | That is the invoice will be send to the customer automatically via email |
| Customer | The customers name |
| Payment Terms | Whnen payment should be made |
| Memo | Any additional information or instructions |
| Payment Instruction | Any paymemt instruction for the clustomer |
- Select add new line to add details of product
- Complete required fields
- Select save and close
