1.Open the invoice you want to repeat — this one becomes the template.
2.Press Set up under Repeat this invoice.
3.Choose how often: weekly, every 15 days, monthly, quarterly, yearly — or set your own interval.
4.Choose what happens when it fires:
·Save as a draft — nothing is billed until you look at it. This is the default.
·Approve and post it — it goes straight to your books.
·And email it — the customer receives it without anybody pressing send.
5.Set when it should stop, or leave it running.
Editing the template
Change the lines or prices on the original invoice and the next copy carries the change. The schedule points at the invoice rather than holding a copy of it.
Testing it
Press Raise the next one now rather than waiting for the date. Finding out at 3am on the first of the month that a schedule does not work is the failure this feature exists to prevent.