1. Simply select “Recurring Invoice” from the “Accounting dropdown”, under Accounting and Reports section

2. From here, click on the New Recurring Invoice button at the top

3. There are 2 options to create this invoice for either, a Tenant or an Owner. For this one, select Tenant

4. First step is to choose the Property, Unit, and the Tenant Bill To from their respective dropdowns

5. Enter a Title and a Summary in these fields

6. Most of the fields in this section are pre-filled, except for the optional fields, which can be filled in as needed

7. Enter a Purchase Order, Work Order, and Account Number in the empty fields. Use the Payment Due dropdown to set a due date, like 3 or 7 days

8. Enter an Item Name, select a Category, add Quantity, Unit, and Price- the amount auto-fills. Add a Description (Optional) and choose a Tax from the dropdown

9. Click on this button to add another item to the invoice (Optional)

10. The Subtotal, Tax, and Total are automatically calculated, and will be displayed here, so no manual entry is needed

11. Add Notes and a Footer in these boxes (Optional)

12. Click on the “Next, Set Schedule” button to proceed

13. This page is to set the repetition time, by selecting options from the Monthly dropdown. Choose the day of the month, on which the invoice will be created. Set the first invoice date, and define the end period—for example, It can be set  to end after 12 months

14. Make sure to change the Draft dropdown to Approved under the Set Invoice Status option

15. Now, click on the Submit button

16. This page shows the Recurring Invoice Status as Active. Simply scroll down

17. And the completed invoice will be displayed here

18. In the Accounting dropdown and select “Recurring Invoices” to View the newly created Invoice