1. Navigate to https://www.pixifi.com/admin/

2. Click "Clients"

3. Choose the client you want to set up a recurring invoice for.

4. Click "Invoices"

5. Click "Create New Recurring Invoice"

6. This is an important step in creating a recurring invoice. If you do NOT add a payment term template, you will not be able to auto-bill your client.

Tip! Forgot how to set up a payment term? Just go to Settings >> Lists/Types >> Payment Terms.

7. You can click here for more info on how to set up a payment term template, specifically for recurring invoices, or keep following along this ScribeHow as we will describe it below.

8. Click this dropdown to choose a payment term template.

9. Fill in the package you are setting up an automatic recurring payment for.

10. You can also set the end date of this recurring invoice! How handy is this?

11. Pick a date when the invoice will end or for ongoing contracts, stick to "Never Ends".

12. You can update when you would like to be paid by. Eg: 15 days after the invoice is sent and created.

For monthly recurring invoices that are sent every 1 month (look at the 'Create and Send Every' button, this helps you figure out when you want to send the invoice.

The "Due date of each invoice" button indicates when you would like to be paid.

Work backwards carefully so you get what you need. Eg: you need to send the invoice out on the 1st of the month to be paid by the 15th of every month. So you would input : Create and Send Every 1 Month + Due Date : 15 days after invoice was created.

13. Click "Create Recurring Invoice"

14. You're done!

If you don't have a payment terms template set up for recurring invoices, follow the next steps:

15. Click here.

16. Click "Lists/Types"

17. Click on "Payment Terms"

18. Click "Add Payment Term"

19. Fill out the name of this payment term. Eg: Recurring Payments.

20. Don't forget to indicate what type this payment term is for. Eg: Is it a payment term for vendors or clients? A project type would be for vendors, subcontractors, etc and an event would indicate this template is for clients.

21. Click "Save"