Recurring Invoice/Bills Integration in Dash SaaS

Step 1 : Super Admin Access

• Ensure that your super admin has system access before proceeding.
• Navigate to the “add-on manager” section within the super admin dashboard.
• To initiate the setup process, click the “+” button for “Module Setup.”
• You will be prompted to upload the ZIP file for the “Recurring Invoice/Bills Add-On.”
• Remember to enable the module after completing the setup, allowing others to utilize it.

Step 2 : Company Settings Steps

• Once the super admin has enabled the Recurring Invoice/Bills Add-On, company admins can proceed with the setup.
• Start by visiting the “subscription plan” page and selecting the relevant “usage plan.”
• Locate the “Recurring Invoice/Bills” Add-On and complete the purchase process.

Step 3 : How to use the Recurring Invoice/Bills Add-on.

• Once you purchase this add-on, go to the system settings of Dash SAAS, and click on the recurring invoice button.
• Over there, you will you a button. If you enable that button, you will be able to create recurring invoices as many times as you want because the cronjob will start running.
• To create the recurring invoices, just go to the invoice module and click on the create button.
• Over there, you will get to see an option for recurring invoices where you can select an option from yes or no according to your choice. If you select the “no” option the recurring invoices won’t be generated.
• If you want to generate duplicate invoices, you will be given options of periods like 1 day, 2 days, 1 month, or 3 months, and you can select a particular period for which you want to generate the duplicate invoices.
• After choosing the period, you have to add the number of duplicate invoices you want to generate during that period, you can also click on the infinity box, to generate infinite invoices.

So, this is how you can generate recurring invoices easily with the help of this module.