Knowledge Base Getting Started Frequently Asked Questions

How to create a recurring invoice profile based on an existing invoice

This article explains how to create a recurring invoice profile based on an existing invoice in FreeAgent.

Begin by navigating to the ‘Work’ tab and select 'Invoicing’ from the drop-down menu.

Screenshot_2021-02-05_at_13.21.41.png

Next, select the existing invoice that you would like to create a recurring invoice profile for.

2.png

Select ‘Create recurring profile from this invoice’ from the ‘More’ drop-down menu at the top-right of the screen.

Screenshot_2021-02-01_at_14.40.18.png

You'll be taken to the ‘New Recurring Profile’ area, which will be populated automatically with the details of the existing invoice. Review the details and then select ‘Create New Profile’.

Screenshot_2021-02-01_at_14.38.32.png

Choose ‘Activate’ on the following screen to complete the process.

5.png

Did you find this article useful?