An Invoice Generator creates Invoices on demand. You can create & configure many different Invoice Generators, each one designed to be used in a specific scenario. You pre-define the line items, the amounts, the payment options, payment gateways, etc., and all it needs after it has been activated is to be triggered and told which Client (the target) should be assigned to the generated Invoice. You can trigger the Invoice Generator via a Kickoff Form, an Automation, or manually with just a few clicks.

A Recurring Invoice Generator lets you automatically generate Invoices on a schedule and frequency that you specify. These Generators you will directly assign to a single Client or multiple Clients or Circle(s) and each time the generation cycle happens the resulting Invoice will be directly assigned to that one Client or those particular Client(s) or Circle(s). You pre-define the line items, the amounts, the payment options, payment gateways, etc. and each Invoice that is generated will contain the same items/options as were configured in the Recurring Generator.

An Accumulating Generator is a mechanism that you can configure to generate an Invoice for your Client(s) on a regular schedule (such as every month). It is basically a "running tab" for your Client. You can add Items to the Accumulating Generator as you work. When the Generator is triggered by the configured schedule it takes all the Items that were added to the Generator and generates an Invoice. The Generator then clears all the Items that were on that Invoice and is "reset" for you to "accumulate" additional Items by adding them to the Generator as needed while you work.

The huge advantage is that you, your team, and even Freelancers can add Items to the appropriate Accumulating Generator. Then at the end of every month (or whatever time interval you set), the Invoices are automatically generated and no work gets left behind or unbilled. No one has to remember to create the Invoices and everything gets counted.

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