;

How to create weekly automatic recurring invoices?

Modified on Fri, 24 May 2024 at 05:28 PM

Cheqdin recurring plans let you automatically create or save to draft recurring invoices based on your custom template. With Cheqdin's recurring invoicing, you can automatically create weekly invoices. Simply set it up and let the system do the rest.



Here's how you can set up your Weekly Recurring Invoicing Plans:


Step 1: On the web portal's home dashboard, go to 'Billing' > 'Billing Dashboard' > Click on 'Recurring Plans' > Click on New Recurring Plan > Create Recurring Plan




Step 1: Create Recurring Plan


Let's start by updating all fields in the Create Plan step.



1. Enter an easily identifiable Plan name, For example, Monthly Recurring Template and select bill cycle as 'Weekly'




2 a) Use the 'Save Invoice as draft' option if you wish Cheqdin to generate the invoices to drafts every month. From drafts, you can review approve, and then send the invoices.





2. b) if you wish the recurring invoices to be sent automatically without any approvals, choose 

          'Auto Send' option.


 

3. Select the day of the week you would like the invoices to be generated on a weekly recurring basis. If you select 'Monday', invoices will be generated on every 'Monday'.





Select cycle as Previous, Current or Next as per your requirements. 





4. Choose the invoice due date, 1st billing period and the last billing period. 

The recurring invoices will stop generating once they complete (go past) the last billing period. For example, the below recurring invoices will be generated weekly between May 24, 2024, and October 31, 2024.





5. Select a product from the product list which you have already defined.





or else you can add a custom field.





6. Add discounts and Taxes if applicable.




7. Once you have reviewed all fields and are ready to proceed to the next step, click the next button (next arrow).




Step 2: Select Students


In this step you can see the list of all students available in your centre. 





You can use room filters, Tag filters, or search by student name or can even search by 'Show students without active recurring plans' to make your student selection experience easier and seamless.





Once the students are selected the total count of students will appear on the left top.





You can proceed to the next step by clicking on the right arrow.





Step 3: Preview and Submit Plan


This page shows a summary of your selection. The template is auto-saved so that you can use it to add more students in the future if necessary.




 

Click Submit to create the recurring plan. 


The recurring plans will be automatically created in the Recurring plan listing page like below.





If you had selected the 'Save Invoice as draft' option, the invoices will be generated to Drafts on the invoice generation date you have set. Once sent, they will be available under Billing > Sent invoices with invoice type > Recurring from drafts.



 


If you had selected the 'Auto Send' option, the invoices will be sent automatically on the invoice generation date you have set. These invoices are available under Billing > Sent Invoices with invoice type > Recurring - Auto.






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article