Recurring invoices simplify billing by automating payments for customers who have purchased subscription-based products or services. This approach, often called recurring billing, removes the need for manual payment entries and ensures transactions happen on time and accurately. It's especially useful for businesses offering subscription plans, allowing invoices to be sent on a set schedule, such as monthly, for upcoming payments.
Access this section by navigating to the Payments tab, then clicking the Recurring Invoice option from the Invoices & Estimates dropdown.
Settings
Modify how your invoices and estimates function by clicking this option.
New
Click this button to create a new recurring invoice.
Search
The search tool lets you quickly find recurring invoices using details such as client names or associated business names. Entering specific information displays matching records, making it easy to navigate and stay organised.
All Invoices List
The All Invoices List is a central view of all recurring invoices in your system. Key columns include:
Recurring Invoice Name
Displays the assigned name for each recurring invoice.
Customer
Provides the customer's first and last name.
Last Issued On
Shows the most recent issue date for each invoice.
Frequency
Indicates how often the invoice is sent (e.g., monthly, weekly, or on specific dates).
Amount
Lists the invoice amount for each recurring invoice.
Status
Displays whether an invoice is active or cancelled.
Actions Menu
The Actions Menu provides several options for managing recurring invoices:
- View History: Opens a panel displaying the date and amount of each invoice sent, giving a clear audit trail of billing activity.
- View: Displays the details of the recurring invoice.
- End: Terminates a specific recurring invoice so no future invoices will be created or sent.
- Delete: Removes the selected invoice from the system permanently.
- Clone: Creates a duplicate of an existing invoice, saving time for similar setups.
- Convert to Template: Transforms an existing recurring invoice into a template, making it easier to replicate settings for future invoices without reconfiguring billing details manually.
📌Note: Recurring invoices can only be deleted if no invoice has been sent.
The recurring invoice feature simplifies billing by automating invoice delivery and tracking payment statuses, giving businesses a straightforward way to manage recurring payments. From template creation to status monitoring, these tools improve billing accuracy, reduce manual effort, and keep customers happy.