Automated recurring invoices
Automated recurring invoices
Creating automated recurring invoices is a critical feature for many of our users in eFolio Accounts. Its the job of the software to take away the pain out of invoicing by automating as much of the process as possible. If your looking for accounting software that automates this process then eFolio Accounts is a good choice for your bookkeeping software.
Online Accounting software with invoicing software should contain a number of components to help you with invoicing. At a minimum the bookkeeping software should contain the following:
- Outstanding Invoice Listing
- Draft Invoices
- Paid Invoice listing
- Quote Invoices
- Automated Recurring Invoices.
The best way to approach invoicing is to add the Customer First, but an invoice can be generated by going though the Sales Tab and adding the information at a later date. Contractors who provide monthly service contracts will especially like the automated recurring invoices feature, and its a set up and forget feature. All you need to do is mark the invoice as paid once a month. You can also set up and synchronize the Direct Debit with the date of the issue of the monthly invoice, making reconciliation easy. Online invoicing is a great feature, and is now the norm in business. Suppliers expect to get invoices by pdf attachment, and not only can you do this in eFolio Accounts, but you can also provide a secure web link for your clients so they can see the invoice in a browser. If you use PayPal, they can also pay you through this link. Dont forget you can take a 30 day free trial by visiting the top of any page on our website.