Help center › Billing

Using recurring invoices

In a recurring schedule you set the partner, items and frequency once, and the system prepares the invoice on every due occurrence. You can pause a schedule at any time and generate an extra invoice from it.

Creating a schedule

On Finance → Recurring Invoices click Create New. Enter the partner, items, payment method and note, then under Recurrence Settings:

  • Frequency: daily, weekly, monthly or yearly, plus the Interval (for example 2 = every two months);
  • Start Date and optionally an End Date;
  • for monthly schedules, whether the invoice is made On a set day of the month (1–28) or On the last day of the month;
  • how many days after the invoice date the fulfilment date and the payment due date fall.

The form lists the next run dates, so you can check the schedule before saving.

Example: monthly from 2025-07-01 to 2025-12-01 produces an invoice on the 1st of every month (2025-07-01, 08-01, …, 12-01).

If the start date is in the past, billing starts at the next due occurrence: no invoices are made for earlier ones.

What is made on the due date?

Every night the system prepares the due invoices, as drafts by default, for you to check and issue. If you switch on Issue invoices automatically, the due invoice is also issued in your invoicing program. This is available only for outgoing plain invoices, and only when the company has an invoicing provider set up.

In the note you can use dynamic variables for the period the invoice covers (for example "last month"), so each invoice shows the right period.

Pause and resume

Pause suspends the schedule: no new invoice is made. After Resume, generation continues from the next due occurrence; occurrences missed during the pause are not made. In the list you can pause or resume several schedules at once.

Generate now

On the schedule page Generate now makes an invoice straight away, always as a draft:

  • If the schedule is due today (or earlier), this invoice takes the place of the due occurrence and the next run moves on to the following one, so no duplicate is made.
  • If the next run is still in the future, the button reads Extra invoice: it makes an additional invoice dated today and the schedule does not change.

No invoice can be generated from a paused or ended schedule.