How do I create a recurring invoice?

It is possible to create a recurring invoice to send customers the same invoice weekly, monthly or even annually.

Customers: Recurring invoices

Under Customers > Recurring Invoices > Create Recurring Invoice you can create the document.

Create and Edit

Basically, the entry process works exactly the same as for other documents or invoices. On the document entry screen you first select the recipient address and complete all other details such as validity date, positions or notes.

Activate /Deactivate

You can enable or disable recurring invoices.

Start date

On this date the first invoice will be created and sent automatically.

End date

Once this date is reached, no further invoice will be created or sent.

Frequency

You have the choice between the following intervals, whereby the calculation always starts from the start date.

Exacple: You create a recurring invoice on February 1, 2021 with a start date of February 5, 2021. Select an interval of 2 weeks, then the next invoice will be sent on February 19, 2021. Select the interval Yearly, then the next invoice will be sent on February 5, 2022.

• Weekly
• 2 weeks
• 4 weeks
• Monthly
• 3 months
• 6 months
• Annually

Next invoice

If a Recurring Invoice is active, the next shipping date is always displayed. Clicking on the calendar icon will also show you all other shipping dates.

When are the invoices sent and how do I see if they have been sent?

The Recurring invoices are always sent on the corresponding date from 01:00.
If a recurring invoice is entered with the current date (today), it will be created and sent on the next full hour. The created invoices are then visible under Customers > Invoices > Open in the status Sent.

Overview and Sorting

The main page under Customers > Recurring Invoices > Open provides an overview of all open recurring invoices and various sorting options. Besides the start date and end date, the columns Last dispatch, Next dispatch and Status are especially helpful.
The Status shows whether the function Invoice will not be sent has been set in a Recurring invoice and whether it is active or inactive.