How to Create Recurring Invoices

Overview

Use recurring invoices to create a regular financial record independent of any jobs in the simPRO database.

This is useful if you provide a regular billable service to clients over a period of time, such as security monitoring, or if the frequency of planned maintenance doesn't coincide with the frequency of invoicing.

You can also use memberships to automatically apply a discount to all invoice templates created against a customer within a specified duration, boosting customer loyalty and revenue. Learn more in About Memberships.