Setting Frequency
When creating an invoice:- Open customer details
- Go to the Billing tab
- Click Create Invoice
- Find the Frequency dropdown
- Select the billing frequency
- Complete other details
- Send the invoice
Frequency Options
| Option | Description |
|---|---|
| One-time | Single payment, no recurrence |
| Monthly | Billed every month |
| Yearly | Billed once per year |
| Weekly | Billed every week |
When to Use Each
One-time
- Project-based work
- Setup fees
- One-off services
Monthly
- Hosting services
- Maintenance plans
- Ongoing support
Yearly
- Annual subscriptions
- Yearly maintenance contracts
- Discounted annual plans
Weekly
- Short-term intensive projects
- Weekly retainers
Recurring Billing
When you select monthly, yearly, or weekly:- A subscription is created
- Customer is billed automatically
- View in the Subscriptions tab
- Can be cancelled anytime