Create recurring invoices

If you invoice the same kind of goods or services to a customer on a regular basis you can make a recurring invoice template. This is especially useful for example when invoicing rent and cleaning services.

The recurring invoice template can be set to send automatically or manually. Automatic invoices are sent at the selected intervals without your intervention, while manual invoices are sent by clicking a button on the day you want to send it. When the current period's invoice has been sent, the invoice date and period will automatically be moved forward to the next planned invoice date.

  1. Select Sales - Sales invoices.
  2. Select New sales invoice.
  3. Check the Recurring invoice box.
  4. Choose your settings for the recurring invoice. For details about the settings, see the list with field explanations below.
  5. Select OK.
  6. Select the customer that you want to invoice.

Please note that you must make a template for each customer that you want to invoice. You cannot select multiple customers when creating a recurring invoice.

  1. Enter the articles you want to invoice and other invoice details.
  2. Select Save template as...

The option you select when saving the template is the way the invoice will be sent to the customer when you use the template. Read more in the field explanations below for details about the different options.

When it is time to send the invoice you will find the template in the invoice list at the Recurring invoices tab, where you select Send and post to ledger.

The invoice date you set will be the date of the first invoice. After the invoice for the current period has been sent, the invoice date will be moved forward.

Recurring invoices can be created until the last invoice date has passed. The date can be edited and moved forward.

When you check this option, a text saying "Invoice refers to period X - Y" will show on the invoice. The X and the Y will then be replaced by the period you selected. After you have sent the invoice for the current period, the period date will be moved forward.

When you check this option, your invoices will be sent automatically at the interval you have selected. You can stop and start the automatic recurring invoice at any time as well as edit it so that it is sent manually.

The option you select when saving the template is the way the invoice will be sent to the customer when you use the template.

Save template as email The template is saved under the Recurring invoices tab. When the invoice has been created, it will later be sent to the email address specified for the customer in the customer register.
Save template as e-invoice The template is saved under the Recurring invoices tab. When the invoice has been created, it will later be sent to the customer as an e-invoice.
Save template as PDF The template is saved under the Recurring invoices tab. When the invoice has been created, you can open it as a PDF that can be printed and sent in the post to your customer. This option is only available if you choose to send recurring invoices manually.

Related topics

Create sales invoice
Edit recurring invoices
Process multiple reminders and drafts
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