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Creating and Managing Recurring Invoices in Britixo CRM.
📘 Introduction:
Britixo simplifies recurring billing by allowing you to create invoices that repeat automatically at your preferred intervals. Ideal for subscriptions, retainers, or ongoing services, recurring invoices save time, improve cash flow, and reduce manual billing errors.
🔁 Step-by-Step: Set Up a Recurring Invoice
1. Create a New Invoice
From your Britixo dashboard, navigate to Sales > Invoices
Click the New Invoice button at the top right
2. Select a Client
Choose the appropriate client from the dropdown
Client information will populate automatically
3. Enable Recurring Invoice
Below the invoice details, tick the checkbox labeled Recurring Invoice?
This activates additional options.
4. Configure Recurring Invoice Options
Set up the recurring schedule with these options:
Repeat Every: Choose the frequency (e.g., weekly, monthly, yearly)
Start Date: Date when the first recurring invoice is created/sent
End Date (Optional): When recurring invoices should stop (leave blank for indefinite)
Cycles (Optional): Define the exact number of invoices to generate before auto-stopping
5. Enter Invoice Items
Add line items (products/services) just like a regular invoice
Include any taxes, discounts, or notes as usual
Recurring invoices copy these details each time they are generated.
6. Save the Recurring Invoice
Click Save to store the recurring invoice setup
Britixo will automatically create/send invoices based on your schedule
⚙️ Managing Recurring Invoices
Go to Sales > Recurring Invoices to view or manage active recurring invoices
You can:
Pause or stop a recurring invoice
Edit recurring invoice details or schedule
View invoice history generated by each recurring invoice setup
📅 Invoice Generation and Sending
Britixo generates recurring invoices automatically based on your setup
Clients receive invoices via email automatically if the setting is enabled
Each invoice includes a secure payment link (if configured)
✅ Pro Tips:
Use recurring invoices for subscription services, monthly retainers, or maintenance plans
Regularly review recurring invoice setups to ensure accuracy and currency
Set end dates or cycles to prevent indefinite billing, if desired.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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All queries: Sales @ Britixo.com
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