This article is a step-by-step guide on how to set up and track all your recurring invoices.
Navigation: Capium 365 > Client Portal > Invoices > Recurring Invoices
Filters & Exports:
You can use the same tools available in the main invoice section:
-Filter by Status (Active, Paused, Ended)
-Filter by Time Period
-Search using client name or keywords
-Export to Excel, CSV, or PDF
Managing Recurring Invoices:
When you hover over a recurring invoice, action icons appear on the right side, allowing you to:
Edit - Modify invoice details, frequency, or recipients
Pause -Temporarily halt the recurring invoice
End - Stop the recurrence permanently
Delete - Remove the recurring invoice from the system
Want an overview of Invoices and other Areas with that?
For a more detailed guide on how to add or bulk upload invoices, please see the help article below:
LINK
https://capium.freshdesk.com/a/solutions/articles/9000268872?portalId=9000044273