Using Recurring Billing

The Recurring Profiles feature in CurdBee allows you to bill a client at regular intervals.

To use Recurring Billing with CurdBee you will first need to enable the Expansion Pack add-on and then enable the Recurring Billing add-on. If you have already enabled both of these add-ons, login to your account before following these steps.

1. Select the Recurring Profiles menu item from the Manage menu.
   
2. You should now see a page that looks like this:
   
   Since you haven’t created any recurring profiles yet, the main pane will be empty. However, on the right sidebar, you will see a button called New Recurring Profile. Click it to go to the Create New Recurring Profile page, pictured below.
3. Begin by selecting a client to associate with this profile and giving your profile a name so that you will be able to identify it later on.

   

   The next field, Profile ID, is used to create a separate invoice number sequence for this recurring profile. If you leave this field blank, each invoice generated by the recurring profile will be automatically assigned the next available invoice number on your main sequence.
   E.g.: Let’s say your main invoice number sequence is in the form of INV-1001-X, where X is the automatically incremented number. If you leave the Profile ID field blank, and the last invoice sent was INV-1001-14, when the invoice from this recurring profile is sent it will be assigned the number INV-1001-15. But if you had assigned a Profile ID as RB-1001, the first recurring invoice from this profile will be assigned the invoice number RB-1001-1, the next RB-1001-2 and so on, while your main invoice number sequence remains unaffected.

   Insert a Start Date (should be a date in future), Invoice Number and specify a Payment due date. The Frequency at which invoices should be sent could be set to Daily, Weekly, Monthly, Quarterly, Yearly or a set number of days of your choice.

   The number of times the system should send the invoices is set via the Occurrences field. If you want to send the generate invoices forever, set the Occurrences to zero.

4. The rest of the form is just like a regular invoice.
   
   Add some items to bill for, insert an optional Note and click Create Profile. Now just sit back and let CurdBee do the rest. Your invoices will now be mailed out according to the settings you specified!