To include unbilled expenses and/or time entries in recurring invoices
1) Create a recurring invoice
For more information on creating and sending recurring invoices, click HERE.
2) After choosing a client recipient and setting the schedule, you can select the option to include expenses and/or time entries if relevant
NOTES:
An expense must be assigned to the relevant client (via the actual expense record) for it to be automatically included on a recurring invoice. For more information on on-charging expenses to a client, click HERE.
Any previously unbilled expenses or timer entries will be added to a recurring invoice at the time it's due to be sent.
Suppose the recurring invoice should only contain unbilled expenses and/or timer items, and none can be added. In that case, the recurring invoice will not be sent until expenses or timer items are available to be invoiced.
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