The first thing you need to do is set up a contact record and apply the recurring charges to that contact. In this example the client has 3 recurring services. These are 225, 75, and 105 every three months. All services cycle on the same date although it isn't necessary.

Every so often (twice a week for example) you invoke the Automatic Billing Function. The system looks into your database and and finds all recurring billing due within 30 days. It prepares a screen as shown here that includes all the services about to be billed. In this case we are showing $1,931.00 of recurring billing due. Click Auto Invoice these Accounts and the invoices pour out the printer.

This screen shows all unbilled work done by the company. Invoicing System picks up all un-invoiced production work and organizes it into the simple billing screen. Go down through the services and decide whether to invoice or leave alone, the billing rate, the billing hours, and the description of work done. Once these parameters are adjusted, click Submit Invoices for Processing.

Invoicing System prepares this screen that is a detailed look at the invoice. Only one invoice is shown but there can be up to 100. You adjust the final invoice total as well as the actual text that goes on the invoice. The work entires shown are processed insuring they are only billed one time.

When you invoice faster, you need a way to track your accounts. Invoicing System includes this Accounts Receivable Report that shows you your outstanding invoices organized by client. This report show over $5,700 of overdue invoices. It's time to delegate the cleaning up of this report to one of your employees.

This is the actual invoice screen. It's simple and direct. When you click Print Invoice it put the invoice into Microsoft Word where it prints both the invoice (on your letterhead) and the envelope using a standard laser printer.