BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Recurring Invoices

Automate repeating bills for subscriptions/retainers. Pro ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Revenue → Recurring → New.
  2. Set the template and cadence.
  3. Invoices generate and send on schedule.
Try it now
Recording script (for video producers) 
TITLE: Recurring Invoices  (target 2 min, Pro)
HOOK (0-5s): "Automate repeating bills for subscriptions/retainers."
ON SCREEN: open /erp/recurring
STEP 1 — say: "Revenue → Recurring → New."  (show the matching click)
STEP 2 — say: "Set the template and cadence."  (show the matching click)
STEP 3 — say: "Invoices generate and send on schedule."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."