Recurring Invoice/Bills Integration in Dash SaaS

Introduction

The Recurring Invoice/Bills Integration feature in Dash SaaS transforms business invoicing by automating the creation and management of recurring invoices and bills, reducing manual effort and errors. Users can customize recurrence periods to fit their specific billing cycles, ensuring timely and consistent invoicing. This automation enhances cash flow management by expediting invoice generation and delivery, allowing businesses to focus on growth and efficiency. With its intuitive interface and robust capabilities, Dash SaaS simplifies billing operations for businesses of all sizes.

Workflow

Installation

So, the following is the process of the installation of the Driving School Add-On with the help of which you can easily access this add-on.

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.