Recurring Billing

Frequency Settings for Recurring Billing

The Frequency tab on a sales proposal defines the recurring billing frequency.   

  1. Use the Manual Frequency setting to remove the recurring proposal from the Recurring Billing process list in order to process it individually. Review the Manually Create Recurring Invoices section for the steps to process a recurring billing manually.

  2. Select Daily to bill every day or to specify the number of days between billings:

  3. Select Weekly to select a weeklly cadence and specify which days of the week or to bill weekly or biweekly.

  4. Select Monthly to bill monthly, bimonthly, quarterly, or semi-annually.  This option allows the user to specify the day of the month or the day of the week when the billing will occur.

  5. Select Yearly to invoice annually or every several years and to specify the day and month.

These settings are only valid if the Status setting within the Recurring tab is set to Open. Review Scheduling a Recurring Invoice for details on the recurring settings.