Do you send out identical invoices every month? An example of this might be rentals. To avoid writing the same invoice over and over, you can also have Billomat automatically generate such periodic invoices. The key to success here are “recurring invoices,” which can be found under Documents > Recurring invoices. To begin with, you will create an invoice like usual. The new part involves defining an interval (daily, weekly, monthly, quarterly, half-yearly, yearly). Billomat will then repeatedly generate a new invoice on prespecified dates. If desired, the invoice can even be automatically completed and/or sent by email or by post (via PixelLetter). This setting would continue until you deactivate the recurring invoice. Alternatively, you can define a set number of times the invoice should recur or an end date. That’s it! Now you can lean back and watch Billomat take care of your work for you.
When working with recurring invoices, placeholders are particularly helpful. What? You’re not yet familiar with placeholders? Then it’s time to tackle Chapter 3.
» Further information can be found on the Support Page and in the Blog.
- Free texts ✓
- Reminder levels ✓
- Email templates ✓
- Display appearance ✓
- Stationery ✓
- Signature ✓
- Attributes ✓
- Language and localization ✓
- Recurring invoices
Now, at the end of Part 2, you have custom-tailored Billomat to meet your individual needs. Many aspects of your workflow should run much more quickly after having implemented free texts. Also, you will have also customized your layout, both in terms of your company’s public image and your own Billomat web interface.
Continue with section 3: Tips & Tricks for Professional Users