How to Add Automatic Invoicing

Invoicing & Bill

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Step by step guide: How to Add Automatic Invoicing

To automate invoice creation for families or clients:

1. Navigate to Families in the sidebar.

2. Select a family from the list.

2. In the right section, find Automatic Invoicing.

3. Click the button "Setup Automatic Invoicing".

How to Add Automatic Invoicing

1. In the popup window:

   • Select the Start Date to begin invoicing.

   • Set the Status to Active.

   • Choose the Payment Type (Prepaid or Postpaid).

   • Pick your invoice schedule: Weekly, Monthly, or Yearly.

   • Optionally, check Include Tax if tax is applicable.

   • Choose the Payment Gateway (optional).

2. Click Save or Add to activate automation.