Set up monthly recurring work

Steps

1. In Recurring, open Services and click Add service.
2. Name it, say Sales tax filing, and keep the cadence on Monthly.
3. Tick Invoice automatically, and each month's invoices wait in Invoices as drafts for you to send.
4. Click Add service, then open its Members.
5. Tick All clients, then pick the clients who get it.
6. Give each client their monthly fee. A client with no fee isn't invoiced.
7. Back on the Ledger, every client has a row for this month.
8. Mark the work done as you finish it. Recurring is on Small Firm and Agency.

Plan: Small Firm and Agency. Compare plans