To repeat an invoice in Locally 360, open an issued invoice, choose how often under Repeat this invoice, and press Repeat. Each time, Locally 360 raises a draft with the same customer and lines. Nothing goes out on its own.
Steps
- Open Invoices and choose an invoice you’ve issued.
- Under Repeat this invoice, set Every to Weekly, Monthly, Quarterly or Yearly.
- In Due after, type how many days the customer has to pay.
- Press Repeat.
- When a draft is raised, you get the email Your recurring invoices are ready to send. Press Check and send.
- In the list, the draft shows Needs a number and Recurring. Open it, give it an Invoice number, press Save draft, then Issue invoice.
What happens next
A new draft is raised on schedule until you end it. To end the schedule, press Stop on the Invoices page.
Questions
Does the repeat go to my customer on its own?
No. Each one arrives as a draft with the same customer and lines. You give it a number and send it.
Can I change the next one before it goes?
Yes. Each draft can be edited like any other draft until you issue it.