You can use Syncro's recurring invoice feature to generate and automatically send Invoices to a Customer. If you use an integrated Payment Gateway and a saved credit card, a recurring invoice can also automatically charge your customer.

Notes:

• Recurring invoices run at 6:00 AM local time. On peak days (the first of the month, for instance) they can take a couple of hours to finish.
• You cannot send a Recurring Invoice before it has been generated.

To create a recurring invoice, follow these steps:

1. Select the Invoices tab from the tab bar. If available, a list of existing invoices appears in the Invoices table. 
2. From the Invoice Modules button menu, select Recurring Invoices: 

The Scheduled Invoices page displays, showing any existing recurring invoices.  

3. In the upper right, click New Schedule. The New Recurring Invoice page displays:

Tip: When viewing a specific, individual invoice, you can decide to make it recurring using the Actions button menu:

4. Select a Customer name from the list and click Proceed.  

5. In the RECURRING SCHEDULE section, complete any fields for your invoice. Template Name, Frequency, and Run Next At are required fields:

Tip: You might use the "In Advance" period mode as protection coverage for the upcoming month. 
"In Arrears" may be appropriate for Backup Data Usage (for the previous month).

6. In the INVOICE section, complete any fields to reflect how you'd like to bill your customers: 

Tip: You can use the "Add any Pending Ticket Charges" box to automatically compile any billable time on tickets onto the resulting invoice.

7. In the BILLING section, complete any fields to reflect how you'd like to bill your customers:

Tips: 

• If you accept payment from customers in advance or issue billing corrections as customer credit, check the "Automatically Apply Any Customer Credit" box so the credit balance is automatically applied to your Customer's recurring invoices as they're generated.
• If you have a contract for the client, select it here. This will keep the Recurring Invoice aligned to the expiry data, and you can optionally have a ticket created to warn you about the upcoming expiration. The Recurring Invoice will also auto pause when the expiration hits so that you do not accidentally bill the client incorrectly.

8. Click Create Schedule. The Recurring Invoice appears in the Scheduled Invoices table.  

Note: You can get back to recurring invoices from Admin > Invoices - Recurring Invoices.