Features

Reoccuring Invoicing

Features
If you have developed a solid base of reoccuring customers or plan to, you’ll benefit from our reoccuring invoicing system. It works like this.

When a customer books online and selects a frequecncy such as weekly or monthly, or if you create an invoice and select one of these reoccuring frequencies, the following will happen:

  1. A ‘master invoice’ will be created. Despite the name, this isn’t something that the customer will need to pay. Rather, this is a digital document upon which future invoices are based on.

  2. Future-dated invoices and appointments will automatically be created off of the ‘master invoice’ based on the selected frequency. In other words, if a customer books an appointment for June 1st and indicates that they would like service monthly, a future dated invoice and appointment will be created for every 4 weeks into the future.
The automatic creation of these invoices and appointments will prevent you from having to create them manually. They will also allow you to understand future commitments months into the future.

At any time, if you need to add services, remove services, change pricing, change the customer’s address, change the frequency or the time of the reoccuring appointment, or change the preferred team for this work, all you have to do is update the master invoice and these changes will be pushed to all future-dated appointments and invoices. In addition, if you need to modify (or cancel) individual appointments, this is as simple as editing a regular invoice.

Finally, if the customer decides to end service with your company, cancelling all future-dated invoices and appointments can be done at the click of a button.

This flexible and powerful system is sure to save you hours while improving the quality of your scheduling records.
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