Create recurring invoices

Create recurring invoices

11 February 2021

We’ve just added a new feature allowing you to easily create recurring invoices. This feature will save you a lot of time if you invoice some of your customers at regular intervals, for example, for subscriptions or maintenance contracts.

Toolcie will generate your invoices for you according to the set interval. Then, all you have to do is verify them before sending them to your customers.

The settings allow you to set the frequency interval, for example, every two weeks, every month, or every year.

You can also set the type of ending: 

  • never
  • end date
  • after a certain number of occurrences

Recurring invoice settings

Related article in the knowledge base:

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Two new roles for salespeople

We’ve just added two new roles allowing you to assign users as salespeople.

The “Sales” role allows the user to manage their own quotes and the “Advanced Sales” role allows them to manage all quotes and estimates. These two roles do not give the user access to the company’s invoices.