Edit recurring invoices

If you want to add or remove articles, change the invoice interval, switch between manual and automatic recurring invoices or set a new date for the last invoice, you can edit the recurring invoice template.

  1. Select Sales - Sales invoices.
  2. Select the Recurring invoices tab.
  3. Select the invoice you want to edit and select Edit.
  4. Make your adjustments.

Click Change template settings to edit the interval, last invoice date, etc.

Add or remove rows for articles by using the plus and minus symbols.

  1. 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.

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.

The template will be active until the last invoice date has passed.

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 recurring invoices
Process multiple reminders and drafts
Article labels
Customer labels