#Recurring Invoices

Set up invoices that automatically repeat on a schedule.

#Overview

Recurring invoices are useful for:

• Subscription billing: Monthly or annual service fees
• Retainer agreements: Regular service charges
• Rental/lease payments: Fixed recurring amounts
• Maintenance contracts: Ongoing support fees

#Creating a Recurring Invoice

1. Go to Invoices → Recurrence
2. Click New Recurring Invoice
3. Fill in the invoice details:
   • Biller and Customer
   • Invoice type (Total, Itemised)
   • Line items with products, quantities, and prices
4. Set the Frequency:
   • Daily
   • Weekly
   • Monthly (e.g., every 1st of the month)
   • Yearly
5. Set the Start Date: when the first invoice should be generated
6. Optionally set an End Date or leave open-ended
7. Click Save

#How It Works

1. The system periodically checks for due recurring invoices
2. A cron job or manual trigger generates the next invoice
3. The generated invoice appears in the regular invoice list
4. Each generated invoice uses the next sequential invoice number

#Managing Recurring Invoices

• View: See all recurring profiles and their status
• Edit: Modify the schedule, amounts, or details
• Pause: Temporarily stop generation without deleting
• Delete: Remove the recurring profile (existing invoices remain)

#Frequency Options

#Best Practices

• Set a clear end date for fixed-term contracts
• Review recurring amounts periodically (especially for variable-rate services)
• Monitor generated invoices to catch any errors
• Use descriptive invoice notes to indicate the billing period
• Consider separate recurring profiles for different services with different frequencies