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Manage recurring invoices
Create a recurring series from a draft and manage its template, scheduled dates, pauses and automatic actions.
A recurring series keeps its own copy of an invoice draft and creates new invoices on scheduled dates. They remain drafts by default. Automatic finalization and sending are separate, explicit choices.
Step by step
- 1First save an invoice draft without a registered payment. Open Recurring invoices and create a series. Search for the draft by customer, description or date; Load more results shows further choices. Only eligible, unissued drafts can be selected. Select a draft again if it has changed. A series never repeats a receipt: record actual payments separately for each invoice later.
- 2Choose weekly, monthly, quarterly or yearly, a start date and a payment term. The term starts at 14 days and can be changed. The invoice and supply dates become the scheduled date. A shorter month uses its last day while keeping the original date anchor.
- 3Leave automatic finalization off to review each invoice first. Explicitly enable automatic sending only together with automatic finalization, a configured own mail server and a recipient address. This chosen address does not automatically change when the contact email changes.
- 4Review the series and its occurrences. If current input is insufficient for automatic finalization, the invoice remains a draft with a message and nothing is sent. After a technical interruption, missed occurrences are prepared as drafts only.
- 5Edit the series for future invoices. Later edits to the source draft do not automatically change the series’ own template. Existing exchange-rate inputs are copied as fixed inputs; no live exchange rates are retrieved.
- 6Pause the series temporarily, resume it or end it. Resuming after a deliberate pause skips missed dates. Deleting a generated draft skips only that occurrence and does not stop the future series.
What is on the screen?
- Invoice draft to copy
- Frequency, start date and payment term
- Automatic finalization and sending
- Status, next occurrence and previous occurrences
What happens next?
Each occurrence remains separately visible as a draft, finalized invoice or skipped date. Changes to the series do not rewrite existing invoices. Record receipts and refunds against the relevant invoice.
Common situations
Continue reading
Create and finalize an invoice
Start with a draft, check the automatic preview and finalize the invoice when its details are correct.
Read guidance →Edit or credit an invoice, or delete a draft
Distinguish editing an invoice, creating a new credit note and permanently deleting an unissued draft.
Read guidance →Send payment reminders
Review overdue invoices and send a reminder manually or on days you configure after the due date.
Read guidance →