Creating a recurring sales invoice is a smart move to ensure your billing is consistent and timely. Joy Pilot makes setting this up straightforward and user-friendly, ensuring you keep your finances in check without the hassle. Whether you're billing for ongoing services or regular product deliveries, follow these simple steps to get your recurring sales invoice rolling.
Step-by-Step Guide
Navigate to Recurring Sales Invoices
Access Sales Invoices: Start by heading to the sales invoice page within Joy Pilot.
Find Recurring Sales: Beside the ‘Sales List’ title, you'll see ‘Recurring sales’ in brackets. Click this to proceed to the recurring invoices page.
Create a New Recurring Invoice
Initiate Creation: In the upper right-hand corner, hit the green 'Create New' button to begin.
Fill in Invoice Details
Select the Contact: From the dropdown menu next to ‘To’, choose the contact this invoice is for. The system will automatically fill in their details based on the information you've previously entered.
Verify Details: Go through each field to ensure the information is accurate for the recurring invoice. Specifically, for the 'Due Date', input a specific date or a number (e.g., '7') to specify the due date is 7 days following the invoice date.
Schedule Your Invoice
Set the Schedule: Scroll down to the ‘Recurring Sales Schedule’ and define how frequently the invoice should be sent (e.g., every two weeks on Thursday).
Plan the End Date: Decide when the arrangement will finish by setting the 'Recurring Sale to End' date.
Saving and Attaching Documents
Save Your Invoice: With all fields double-checked and completed, click the ‘Save’ button. Your invoice will now be automatically created at each scheduled period. Remember, it will not send automatically - you'll need to review and send it from the sales list each time.
Attach Documents: For any additional documents you need to send with your invoice, click the ‘Attachments’ tab next to the ‘General’ page. Drag and drop your file into the attachments window to include it with your invoice.
Conclusion
You’ve now successfully set up a recurring sales invoice in Joy Pilot, making your invoicing process smoother and more efficient. Remember, while Joy Pilot will automate the creation of these invoices based on your schedule, reviewing and sending them is still a manual step.
This guide aims for simplicity, but sometimes questions arise. If you need more assistance or wish to explore other features Joy Pilot offers, our extensive help articles are here to guide you through. Setting up a recurring sales invoice is just the beginning. Explore further to discover how Joy Pilot can streamline your accounting tasks.