Recurring Invoices

Automate regular billing with recurring invoice templates.

Recurring Invoice Concepts

What is a Recurring Invoice?

A template that generates invoices automatically:

• Same client
• Same items/amounts
• Regular schedule
• Auto-send option

Use Cases

• Monthly subscriptions
• Maintenance contracts
• Retainer fees
• Lease payments
• Regular services

Creating Recurring Invoices

Step 1: Navigate to Recurring

1. Go to ERP > Invoices
2. Click Recurring Invoices
3. Click New Recurring Invoice

Step 2: Select Client

1. Choose the client
2. Client details populate

Step 3: Add Line Items

Define what to bill:

Step 4: Set Schedule

Configure frequency:

Step 5: Configure Options

Step 6: Save Template

1. Review settings
2. Click Save
3. First invoice scheduled

Schedule Examples

Monthly on the 1st

Frequency: Monthly
Day: 1st
Start: January 1, 2024

Generates: Jan 1, Feb 1, Mar 1...

Quarterly

Frequency: Quarterly
Day: 15th
Start: January 15, 2024

Generates: Jan 15, Apr 15, Jul 15, Oct 15...

Annual

Frequency: Yearly
Day: Anniversary
Start: March 10, 2024

Generates: Mar 10, 2024, Mar 10, 2025...

Managing Recurring Invoices

Viewing Schedule

See upcoming invoices:

1. Open recurring invoice template
2. View Schedule tab
3. See next generation dates

Pausing

Temporarily stop generation:

1. Open template
2. Click Pause
3. No invoices generated until resumed

Resuming

Restart paused recurring:

1. Open paused template
2. Click Resume
3. Next invoice on schedule

Ending

Stop permanently:

1. Open template
2. Set end date, or
3. Click End Recurring

Generated Invoices

Reviewing Generated

When invoice generated:

1. Appears in invoice list
2. Marked as from recurring
3. Links back to template

Modifying Generated

If changes needed:

1. Open generated invoice
2. Modify if still draft
3. Or create credit note if finalized

Template Changes

Updating Template

Changes apply to future invoices:

1. Open template
2. Modify amounts, items, etc.
3. Save
4. Future invoices use new settings

Price Increases

Annual price adjustments:

1. Open template
2. Update prices
3. Save
4. Or create new template, end old one

Notifications

Generation Notification

When invoice created:

• Email to designated user
• Dashboard notification
• Review queue option

Failed Generation

If generation fails:

• Error notification
• Template marked with issue
• Manual intervention needed

Reports

Recurring Revenue

Track recurring billing:

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