Manage recurring invoices in B2Brouter

Recurring invoice management allows you to generate an invoice that you need to send periodically, from an already created template. This saves you from having to create the invoice each time. To manage recurring invoices, you first need to create the template. You have two ways to create the template:

Create the template of a recurring invoice from a created invoice.

You can generate the template, taking advantage of information from an invoice you have already created in the past. To do this, access the Income section through the main top menu and then Commercial invoices or Tickets through the options on the top left:

• Click on the number of the invoice you want to convert to template.
• In the top menu of the invoice, use the More options option.
• Use the Save as recurring invoice option.

On the next page you access the invoice creation form:

• It leverages the data from the invoice you are converting to recurring.
• You can modify some data if you want.
• In the General data section, in the Frequency dropdown, you must select the billing frequency of the recurring invoice.

Finally go to the bottom of the page, select Continue and on the next page, use the Save and preview option to finish creating the recurring invoice.

To view all the recurring invoice templates created, access Revenues through the top main menu and Recurring in the submenu that is activated just below the main menu.

Create a recurring invoice template from the templates section.

You can generate the recurring invoice template from the Templates (recurring) section. To do this, access the Income section via the main menu and then Templates (recurring) via the options on the top left:

• Use the Create recurring invoice option.
• On the next page use the drop down to select the invoice customer.
• Then use the Continue option.

You access the form that allows you to create the invoice. You must follow the steps as you always do. Here you can see how to create an invoice with B2Brouter.

In the General data section you must select the billing frequency of the recurring invoice, using the drop-down Frequency.

Finally save the changes using the Save and preview option and the template is generated.

Send a recurring invoice

Access the Income section through the main menu and then Templates (recurring). You have two ways to create recurring invoices from the template:

1. Use the Create recurring invoice option.
2. Through the list of the created templates, mark those templates that you want to convert into an invoice (box on the left of the list) and use the Invoice option that is activated in the upper right part of the list.

The invoice is created automatically, with the template information, and stored in the Revenues and Templates (recurring) section.

The option to generate the recurring invoice is only activated for those invoices that are in the period of being sent, in relation to the date of the template and the selected frequency.