Create a recurring invoice

If you send regular invoices to a particular client, you can schedule them to be generated automatically. Hectic won’t send the invoice until you approve it; you’ll be able to make edits to recurring invoices before you hit send.

To create a recurring invoice, navigate to your client’s overview tab. In the payment terms section (lower right corner), click to open the terms modal. Select any frequency other than "As needed" (e.g., weekly, monthly), then open the invoice creation dropdown and choose "Automatic (with approval)."

The next time an invoice is scheduled, an automatic invoice will be generated. To send it, navigate to the client’s invoices tab. The invoice will appear in your scheduled invoices section; review and send it when you’re ready.

You will also receive a notification in your homebase focus tab that your invoice is ready for approval.

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