1.Select recurring invoice option under sales in Rednote page.
2.Click New to add a new recurring invoice.
3.Select the client name from the drop down in client name box which is mandatory.
4.Select the payment terms from the drop down in given box.
5.You can change the currency if needed in the given currency box.
6.Select any one option in given Repeat every box which is mandatory.
7.Start date and End date must be select in given box which is mandatory.
8.Enable sent to client option which you want to send notification for your client.
9.Select Invoice type (B2B or B2C).
10.Select product from the drop down in given product box, if want to change the quantity you can change it and to add next product select Add item.
11.Click save in the top of the page your recurring invoice will be saved.
12.In the Action Button, you can delete the recurring invoice, create similar recurring invoice and you can export the recurring invoice in excel file.
13.In the crop symbol option you can filter the recurring invoice by client name, Invoice status, payment status and click apply.
14.In the filter symbol option you can filter the recurring invoice by date range and click apply, your recurring invoice will be filtered.
