Sending an invoice on Veem has never been easier. For repeated and subscription-type transactions that occur regularly, clients can now opt to create recurring invoices so as to save time and minimize repetition.
To set up recurring invoices, please follow the steps below:
Step 1: Log in to your Veem account.
Step 2: Select the "Get Paid" button from the left of the Dashboard.
Step 3: Enter the recipient's email address. Their contact information will populate automatically if they already have a Veem account.
If the recipient does not have a Veem account, you can start by adding their primary email and country.
Step 4: On the next page, please toggle on the option to Schedule Recurring.
Step 5: Then, enter preferred options for recurrence. Clients have the option to choose between weekly or monthly recurrence:
- For weekly recurrence
- Select an option between 1-5 weeks
- Select which day of the week the invoice should recur on
- For monthly recurrence
- Select an option between 1-12 months
- Select between the 1st and last days of the month the invoice should recur on
Step 6: End recurrence:
- Select a calendar date that the recurring invoices should end on
- Ending after a specific number of recurrences
Step 7: Click the Schedule button
Step 8: (optional): Click Edit Schedule to revise any of the above options
Step 9: Complete entering the invoice details, and click Continue to review and submit the invoice. Please review the details, and feel free to make any necessary changes. Once the review is complete, please click the "Send Invoice" button.
Note: Scheduling recurring invoices can be done in both the "Request Payment" and "Create Invoice" flow.
Still need help? You can chat or call our Customer Support team here.