Recurring invoice

A recurring invoice is issued automatically on a schedule, for example every month. In this guide, we create a monthly maintenance invoice.

1. New recurring invoice

1. In the menu, click Recurring invoice.
2. If the customer is not in the list, click Add customer.
3. Choose the customer.

2. Items and VAT

1. Click Add an item and choose a service.
2. If the item isn't on the list, click the blue Add an item button and type it in. The new item is saved to your products automatically.
3. If you are VAT registered, choose VAT 20%. If not, leave it empty and no VAT is shown.
4. Here you choose whether VAT is added to the price or already included in it.
5. With the Growth and Booster plans, you get the Estimator: a product database with names and prices by trade and industry.
6. Click Save and continue.

3. Recurring schedule

1. Below the invoice, set up the recurring schedule.
2. The start date is today. Change it if needed.
3. Choose how often the invoice repeats. In this example, monthly.
4. The end date is optional. If you leave it empty, the invoice repeats with no end.
5. Click Finish Setup.

4. Overview and stopping

1. The schedule is saved. Here you see the start, the frequency and the next payment date.
2. You can stop the recurrence under More Actions > Stop Recurring.

Tips

• If you leave the end date empty, the invoice repeats until you stop it.

Summary

Recurring invoice → customer → items → Save and continue → start, frequency and end → Finish setup

What's next

Next guide: Credit note.