Enable Automatic Task Billing
- Open the Clients dashboard.
- Search or click on the client’s name.
- Click the Enable button “Create invoice automatically every month”
- Select a day of the month and click Enable button.
Related Articles
Packages and Client Packages
What are Packages? Packages are groups of services offered to clients in bulk. The creation date and due date of all the services under the package will remain the same as the date specified in the services. You can assign the package to clients with ...
Create Recurring Task
To create recurring tasks, you must first create the recurring service. Please refer to the article "How to Create Recurring Service" After creating the recurring service, you need to assign the service to your clients: Go to the client dashboard and ...
Create New Task
Open Task dashboard. Click on (+ New) button. Enter the Task details such as Client, Service, and Due date of the task. Select the User(s) and Tags. Save the task.
Billing Settings (Invoice, Receipt and Quotation Settings)
• Go to Settings and open Billing Settings. • Enable the toggle for 'Link invoices to receipts' (if you want to link invoices to receipts and maintain invoice status). • Enable the toggle for 'Enable item wise discount in invoice' if you want to show ...
Add or Modify the Billing Setting
Go to Settings, and Open “Billing Settings”. Place your Logo (Upload by ✎ button) Enter the company details (Name, GSTIN, contacts and address) Enable the GST option (if your firm is GST compliant). Enter Invoice Heading, Enable or disable auto ...