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.

Navigate to the ‘Work’ tab at the top of the screen and select ‘Invoicing’ from the drop-down menu.

Navigate to the ‘Actions’ drop-down menu next to the existing invoice that you’d like to create a recurring invoice profile for and select ‘Create recurring profile’.

Alternatively, if you’ve already navigated to be within the relevant invoice, select ‘Create recurring profile from this invoice’ from the ‘More’ drop-down menu at the top-right of the screen.

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’.

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