Central: How to create a manual recurring service line for a client [Invoicing]

This guide provides step-by-step instructions on how to create a manual recurring service line for a client in the invoicing system.

1. Go to your central dashboard and log in if necessary https://central.leanafywms.com/

2. Click on Menu

3. Click on "Client List"

4. Select the client

5. Click on "Charging Model"

6. Click on "UP arrow"

7. Click on "Create Manual Recurring Service Line"

8. Enter Action

9. Enter bill description

10. Enter base bill price

11. click and select frequency from dropdown

12. Click and select the date for monthly recurring charge.[Options only when you select frequency as Monthly ]

Tip: You can select frequency as daily or weekly (in which you have to select the day for a recurring charge) and also you can choose custom interval
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13. Click on "Add Manual Service Line"