Recurring Invoices

Stop creating the same invoice every month. Recurring invoices automate your billing for subscriptions, retainers, and regular services.

When to Use Recurring Invoices

• Monthly retainer agreements
• Subscription services
• Maintenance contracts
• Rent or lease payments
• Ongoing consulting engagements
• Any regular billing cycle

Creating a Recurring Invoice

Step 1: Navigate

1. Go to Recurring Invoices in sidebar
2. Click "New Recurring Invoice"

Step 2: Select Customer

Choose the customer for this recurring billing.

Step 3: Add Line Items

Add the products/services to bill regularly:

Monthly Support Package    2,500 MAD
Cloud Hosting               500 MAD
──────────────────────────────────
Monthly Total:            3,000 MAD
+ VAT (20%):                600 MAD
──────────────────────────────────
Total per Invoice:        3,600 MAD

Step 4: Set Frequency

Choose how often to generate invoices:

Step 5: Set Dates

• Start Date: When to begin generating
• End Date: When to stop (optional - leave empty for ongoing)
• Next Generation: Date of first invoice

Step 6: Automation Options

Auto-Finalize

• ON: Invoice immediately finalized and numbered
• OFF: Invoice created as draft for review

Auto-Send

• ON: Email sent to customer automatically
• OFF: Manual sending required

Tip: Start with auto-finalize OFF to review the first few invoices.

Step 7: Create

Click "Create Recurring Invoice" to save.

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Managing Recurring Invoices

Viewing List

The recurring invoices list shows:

• Customer name
• Frequency
• Next generation date
• Status (Active/Paused/Completed)

Status Types

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Pausing and Resuming

To Pause:

1. Open the recurring invoice
2. Click "Pause"
3. Status changes to "Paused"
4. No invoices generated while paused

Use for:

• Customer on vacation
• Temporary service hold
• Payment issues

To Resume:

1. Open the paused recurring invoice
2. Click "Resume"
3. Status changes to "Active"
4. Generation continues on schedule

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Manual Generation

Need an invoice before the scheduled date?

1. Open the recurring invoice
2. Click "Generate Now"
3. Invoice created immediately
4. Next scheduled date updates

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Editing Recurring Invoices

You can modify:

• Line items and amounts
• Frequency
• Start/end dates
• Automation settings

Note: Changes only affect future invoices, not already-generated ones.

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Generation History

Track all invoices created:

1. Open the recurring invoice
2. Scroll to "History" section
3. See all generated invoices:
   • Date generated
   • Invoice number
   • Status (draft/finalized/sent/paid)
4. Click any to open

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Stopping Recurring Billing

Option 1: Set End Date

1. Edit the recurring invoice
2. Set an end date
3. No invoices after that date

Option 2: Pause Indefinitely

1. Click "Pause"
2. Leave paused
3. Resume anytime if needed

Option 3: Delete

1. Click "Delete"
2. Only if no invoices generated yet
3. Cannot delete if history exists

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Pro Tips

1. Review First Invoices: Use draft mode initially
2. Set Calendar Reminders: Know when invoices generate
3. Update Prices Annually: Review recurring amounts
4. Communicate Changes: Inform customers of price adjustments

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Common Questions

What if customer doesn't pay? Invoices still generate. Use payment reminders for follow-up.

Can I have multiple recurring invoices for one customer? Yes, create separate recurring invoices for different services.

What happens on weekends? Invoices generate on the scheduled date regardless of weekday.

Can I change amounts mid-cycle? Yes, edit the recurring invoice. Changes apply to next generation.

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Related Articles

• Creating invoices
• Payment reminders
• Invoice templates