何时使用定期发票
当您按固定周期向同一客户收取相同金额时,定期发票最为合适。按月固定服务费、订阅服务、持续维护合同和定期咨询业务都是理想场景。无需每个周期手动创建新发票,设置一次即可让系统自动处理。
在 CleverInvo 中设置定期账单
像往常一样创建发票,然后将其标记为定期发票并选择频率:每周、每两周、每月、每季度或每年。设置开始日期,可选设置结束日期。CleverInvo 按时间表生成发票、递增编号、更新日期,并可自动通过邮件发送给客户。
管理定期发票的变更
当固定服务费金额变更或服务合同更新时,编辑定期发票模板即可。未来的发票将使用更新后的金额。之前已生成的发票保持不变,为您保留每个周期的准确计费记录。
准备好创建您的定期发票生成器发票了吗?
免费注册,五分钟内生成您的第一张发票。无需信用卡。
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常见问题
免费版可以设置定期发票吗?
定期发票仅在付费版中提供。免费版可以创建和下载单张发票,手动复制用于重复计费。
定期发票支持哪些频率?
每周、每两周、每月、每季度和每年。您还可以设置每月的具体生成日期。
可以暂停定期发票吗?
可以。从控制面板暂停和恢复定期发票。暂停期间不会生成新发票,直到您重新激活。
可以修改定期发票的金额吗?
可以。编辑定期发票模板,未来的发票将使用更新后的金额。之前已生成的发票保持不变。