Making a Recurring Sales Invoice Template through a Sales Invoice

Surf Accounts provides you option to create Recurring Invoice Template from a raised Invoice. The Sales Invoice page lists all the Invoices created in the business. Select any detailed Invoice and pull the Invoice details for creating a Recurring Invoice Template. All detailed Invoice and Recurring Invoice shows an option ‘Make Recurring’ option.

Select the option to redirect to the Recurring Invoice Template.

The invoice template pulls the customer details product details from the selected Invoice to design the new template. The template can be modified to add, edit or remove any product details.

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