Help users automate repeated work and regular billing activities. This saves time and reduces manual work.

🚀 Recurring Tasks #

📋 What are Recurring Tasks? #

Recurring tasks are tasks that repeat automatically after a selected period.

Examples:

• Weekly team meetings
• Monthly reports
• Regular maintenance work

⚙️ How It Works #

Users can set tasks to repeat:

• Daily
• Weekly
• Monthly
• Yearly

The system automatically creates the task again based on the schedule.

💳 Recurring Invoices #

📄 What are Recurring Invoices? #

Recurring invoices are invoices generated automatically for regular customer payments.

Examples:

• Monthly subscriptions
• Service contracts
• Maintenance fees

⚙️ How It Works #

Users can set invoices to repeat:

• Monthly
• Quarterly
• Yearly

The CRM automatically creates and sends invoices based on the selected schedule.

📍 Where to Set Recurring Options #

1. Open Tasks or Invoices
2. Create or edit an item
3. Enable the Recurring option
4. Select the repeat schedule
5. Click Save

💡Tips: Use recurring tasks and invoices for regular activities and payments to save time and keep work consistent automatically.