# Recurring Templates

## Status Tab

Allows you to select the status of the recurring template. Based on this selection the system will return the recurring template records.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FszwilqqU67JJanyqnAal%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-231b1cd5ba3856f39d57816efcfd8c6789795a7a_1.1%20Status.png?alt=media&#x26;token=bc650955-49ae-4d22-bd39-9b0316679898" alt=""><figcaption></figcaption></figure>

## Search

Lets you search specific template from the template list. you can enter the name of the client or the business name for the system to show the relevant records.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fxk7EdiZTTFcHFnucZ2eF%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-e74a6f5e0acfbe887442cb11ebe7d8b2ba386880_2.1%20Search.png?alt=media&#x26;token=e3fdb754-c14f-444c-b3bb-b18bc0657b49" alt=""><figcaption></figcaption></figure>

## New Invoice Option

This tab will be used to create new recurring template.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FQc6Zm1HAPERB4yjB1k1C%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-8cffacc2aa069855066a17fc77d6560047555606_3.2%20New%20Invoice.png?alt=media&#x26;token=c03609c0-0c02-4705-9de8-36c17ee1db2e" alt=""><figcaption></figcaption></figure>

## New Invoice Options

Clicking on the "New" tab, the system will pop up with more options for you to choose from.\
**New Invoice -** Use this to create New Invoice.

**New Recurring Template-** Use this to create new recurring template.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FRJY20ELpGTg9D9DfnijI%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-06be7644ef9db5ca6231311f3c2ef806466d55d7_4.3%20New%20Invoice%20Options.png?alt=media&#x26;token=e3f0f5c9-46dc-4656-bc7e-477a8306f9d6" alt=""><figcaption></figcaption></figure>

## All Templates List

This is the recurring template dashboard where you will see the list of all of the templates you have created within your system.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fw8M4JB304IM09DTJ0MNx%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-db0b192ef77d0e9447a29e1786ac2522533d07fb_13.3%20All%20Templates%20List.png?alt=media&#x26;token=4e06ca2b-e9db-4510-b19b-e289e23e87a6" alt=""><figcaption></figcaption></figure>

1. **Template Name -** Shows the name of the template given to each individual template
2. **Customer -** Shows the Customer contact information.
3. **Last Issued On -** Shows the last issue date of the individual template.
4. **Frequency -** Shows the frequency of each template such as monthly, weekly or every 2nd date of every month etc.
5. **Amount -** Shows the Invoice amount for the individual recurring invoice.
6. **Status -** Lets you know if an individual invoice is in a draft mode or scheduled for later or already sent.

## Template Actions Menu

Here you can perform several actions for each template in the list.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FBHORPrNYQpXkvKvUSKFi%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-cd866ab999ccf49be09ccbd7d19feb2579fcd4c4_14.2%20Template%20Actions%20Menu.png?alt=media&#x26;token=4a766a3e-4786-49ce-b4fd-77cfaf48d0ed" alt=""><figcaption></figcaption></figure>

**View -** Use this to view the recurring template/invoice.

**End -** Choose this if you wish to end an individual recurring invoice template from the list.

**Delete -** Select this option when you would like your system to delete the individual recurring template record.

## Invoice Details Tab

Gives you the details for each recurring template.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FS4lQg5k43Wv2rw9kB5JM%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-efdbc4f8658e05e4d6c28673a520b02d2864a5da_15.1%20Invoice%20Details.png?alt=media&#x26;token=8955642e-7d67-4328-9b00-7d3650f226c4" alt=""><figcaption></figcaption></figure>

## Invoice Details

This is how it will show up when you click the "Details" tab.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FlGcdz4rZywEYbDB65h2u%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-ffc5caf4199e33bd3c929075dca687cfda578908_17.1%20Invoice%20Details%202.png?alt=media&#x26;token=37013757-8c0f-4200-81f5-efc04206a3c1" alt=""><figcaption></figcaption></figure>

## Creating New Recurring Series

After you have chosen to create a new recurring invoice series, this is how the new template will look like. In the next few articles, we will cover all of the options one by one.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fzvvmbexx29IrAKMeTKI8%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-b00fcd27a4e8428e935ffd7a2f5fee2bacf5f062_20%20New%20Recurring%20Series.png?alt=media&#x26;token=09ea2a95-981b-4ca7-ad50-30c5ca889591" alt=""><figcaption></figcaption></figure>

## New Recurring Template Card

Here you have several tabs to edit your template. Lets go one by one.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FLLEY8inlPsrHamkbHUbE%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-6bc0643c1c33c3b134a3016efba6a9bdfd731fa2_5.2%20New%20Recurring%20Template%20Card.png?alt=media&#x26;token=69f77e99-83f7-4b2b-a2ff-3eaf75b9df9b" alt=""><figcaption></figcaption></figure>

**Back -** Use this to go back to the template dashboard menu.

**Naming The Template -** Use this to edit the name of your template.

**Save -** Use this to save the changes you have made on the new template.

**Save -** Use this to save the changes you have made on the new template.

## Recurring Template Actions Tab

After clicking on the three dots menu, you will be provided multiple options with respect to the invoice template.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FOO01a6iUCP6vuwNzZq9R%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-1369c040c7099f5be12924e2f2f8da3d935c5c5e_6.2%20Recurring%20Template%20Actions%20Tab.png?alt=media&#x26;token=c8efab9a-6e00-41b1-a5b7-3214111829d0" alt=""><figcaption></figcaption></figure>

1. **Preview -** You can preview the template before sending.
2. **Manage Auto Payment -** Provides you the option with respect to Auto Payment.
3. **End Recurring Template -** Use this to stop future recurring and end the invoice.

## Save & Close

Gives you the ability to save the changes you have made before closing the template.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F6nYjxE6VDW5KUpRAj55A%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-e6edb20e6b0aa3dc6780f81035a11ace1574ad7c_18.1%20Save%20and%20Close.png?alt=media&#x26;token=1ba1fd01-3747-47c3-9f9f-d64ce01f7554" alt=""><figcaption></figcaption></figure>

## Invoice Scheduling

Here you can schedule your invoice with some additional options. Lets go over each options in the next article.

### Schedule tab

Use this tab on your invoice template to schedule your recurring invoice.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2Fvbh3odzonz8UorWty2gX%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-395ed32e4eba6ac2e4ebe96cc650a3d4cd568b93_19.1%20Invoice%20Schedule%20Tab.png?alt=media&#x26;token=a23c3678-1d9d-413f-9beb-2499ee7028af" alt=""><figcaption></figcaption></figure>

## Scheduling Options

Here you can perform several actions with respect to scheduling your recurring invoice.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FoMiSWwbFr3wyFQpEkDWP%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-e16f1a4ff2f74a3417b6fc16e0626fc7c81e6efc_12.3%20Invoice%20Scheduling.png?alt=media&#x26;token=cac4e112-28a8-4056-ac10-182c99679d0b" alt=""><figcaption></figcaption></figure>

1. **Email & Text -** Choose this if you need to send the invoice to your client's email and text both.
2. **Email -** Choose this if you want to send the invoice through email only.
3. **Text -** Choose this if you want to send the invoice through Text only.
4. **Payment mode -** Test mode will allow you to review your payment settings before you go live. Turn the toggle on or off depending on your objective.
5. **Enable Auto Payment -** If you would like to use the existing payment method used for a client on an ongoing basis without having to insert payment information everytime, you can enable the auto payment option on.
6. **Amount to be paid -** Shows the invoice amount payable by the client.
7. **Customer Card -** Select this if you have added the card information of the client as a payment method.
8. **Saved Card -** Choose this if you have saved the card information of the customer for the payment purpose.
9. **New Card -** Choose this if you need to add a new card information.

## Frequency Setting

Lets you setup the frequency of the recurring invoice with some advanced options.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FqCxntJQPni2JY6scrlvd%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-5f88571ef51e6d9c4e722feb2f5b789a8eed7021_7.1%20Frequency%20Setting.png?alt=media&#x26;token=60d8881a-5f5a-4b58-8a7f-7a3045e402ac" alt=""><figcaption></figcaption></figure>

## Choosing Frequency

From the dropdown menu (see the image below) you can select if your recurring invoice is meant to be sent weekly, monthly or any specific time interval.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FOi658AhJjUQNFz8WbjqB%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-438a908ff837723bb9383c56324122afa9529529_8.1%20Frequency%20monthly%20or%20yearly.png?alt=media&#x26;token=11645892-9e21-4527-8177-e8b8d927a4ad" alt=""><figcaption></figcaption></figure>

**Daily -** Use this to send the recurring invoice daily.

**Weekly -** Use this to send the recurring invoice weekly.

**Monthly-** use this to send the recurring invoice monthly.

**Yearly -** Use this to send the recurring invoice yearly.

## Start Date

Allows you to select the start date of your recurring invoice with the calendar dates.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FJRhc3fWpOa9H268mvV0D%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-c5d6c430cfcae338fc4a954fa20bfe69fb757f5a_9.1%20Start%20Date.png?alt=media&#x26;token=e42c2b10-6fda-4281-9612-a906c7ac3a9b" alt=""><figcaption></figcaption></figure>

## End Date

Use this to set the end date for your invoice series.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FOgzyLWIWFGFcbCW4xrEq%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-18b738fe9b50a01b6d6dc831873b2aa9f296188b_10.1%20End%20Date.png?alt=media&#x26;token=1e3a86a6-bb39-4894-a44c-e2320a71417d" alt=""><figcaption></figcaption></figure>

**Never -** If you're not sure when your recurring invoice needs to stop, you can choose this option.

**By -** This option will allow you to select the date on which the recurring invoice needs to stop.

**After -** If you would like to stop the recurring series after x number of occurrences, you can do so by using this option.

## Advance Invoicing

Allows you to send the invoice before x number of scheduled date to make sure your client is informed a few days before the payment date.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F6Pi0LQmbxKCOq2V97k32%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-fead341e30ead82de87db40766c6eeb58b918f50_11.1%20Advance%20sending%20option.png?alt=media&#x26;token=fc902ee5-8c86-4ee7-8d1b-8d75a7246ea2" alt=""><figcaption></figcaption></figure>
