With ZipBooks recurring profiles, you can do some seriously great things! One of them is adding charges that won’t be included forever, but just once, or for a set period of time.

Here’s how:

  1. Sign in to ZipBooks and go to Invoices, then Recurring Profiles.
  2. Add a new profile, or click on the one you need.
  3. Click the Edit button at the top of the screen, if it’s an existing profile. 
  4. Add any relevant Tasks or Items
  5. Click on the Gear icon on the right side of the line. A Line Item Options box will pop up. 
  6. Add Start and End dates (If there is no End date, this item will appear on every bill until you tell it to stop).
  7. Apply any Taxes or Discounts.  
  8. Click Done.
  9. If you want to remove line items in the future, simply click the garbage can icon on the right side of the line, and it’ll be deleted.
  10. Click the Save button above the invoice.

That’s it! Now ZipBooks will take care of sending an accurate invoice to this customer, with any one-time extras, automatically.

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