Enter name. Determine how frequent the rule is. Either weekly or monthly. If you select monthly, fill in the day and time of the month it begins. And enter the day it ends. If select weekly, determine how often rule applies (every week, every second week, every third week, etc.) And select date and time of the week.

Select which services this rule applies to.

Determine weather rule applies to all client except for selected clients or if the rule applies to all selected clients. If you select Only the following clients. Check box below to apply this rule to new clients. Input clients in the field below.

Decide if rule is in effect while you create invoices, while you create invoices and send email, or if you create invoices and charge. Click on next, and click on Add to add rule.