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How do I add one-time charges to a recurring profile?

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 your Recurring Profiles list.
  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. Click the +Task or +Item button, depending on the type of charge you want to create.
  5. Type in the Title and Description of the charge, the Rate and Hours of the Task, or the Price and Quantity of the Item.
  6. Click on the cog icon (looks like a wheel) on the right side of the line. A Line Item Options box will pop up. 
  7. Add Start and End dates (If there is no End date, this item will appear on every bill until you tell it to stop).
  8. Choose which taxes apply to this item in the dropdown menus at the top of the box. 
  9. Put in a discount, if one applies to this item.
  10. Click the blue Done button.
  11. 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.
  12. Click the blue 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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