Recurring invoices

Issue the same invoice automatically every month or every few days.

What a recurring invoice is

For things that are the same each time — rent, a subscription, a monthly contract — you need not write the invoice again. Record it once and say it repeats.

On each occurrence the same invoice, with the same lines, is issued dated that day and unpaid; you record the payment yourself, as for any invoice. A purchase invoice can repeat as well.

Making an invoice repeat

The repeat is set when you confirm an invoice: the invoice on screen becomes the template. Choose «Every month, on this day» or «Every few days».

The first automatic issue is the next occurrence; the invoice you are recording now is this one’s. Setting up a repeat needs an internet connection.

  1. Write the invoice as usual and go to the confirm page.
  2. Turn on «Repeat this invoice automatically» and choose how often.
  3. Press «Confirm and record invoice».

Pause, resume and history

On the invoices page, «Recurring invoices» lists your arrangements: each one’s next occurrence, pause and resume, issue now, and remove. Removing an arrangement does not remove the invoices it issued.

Every occurrence stays in the history — issued, skipped or failed, with the reason. If issuing fails several times in a row the arrangement is stopped and you are notified, so you can fix the cause and resume it.