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Creating recurring invoices
Tony Archambeau avatar
Written by Tony Archambeau
Updated over a week ago

Some businesses may need to create recurring invoices, usually linked to a contract, to save time in managing the accounting.

For example, it is common for maintenance companies to carry out a weekly or monthly intervention as part of an annual maintenance contract, invoiced monthly or quarterly.

The "recurrence" feature allows you to save time when invoicing.

  • First step: Create your first reference invoice

Create your reference invoice that will serve as a template for the recurrence.

Like any normal invoice, this reference invoice needs to be associated with a customer and an address, and have a title. If necessary, it can also be associated with a team member.

If you wish to add dynamic values ​​to your reference invoice, please check the following article:

  • Step two: Create your recurrence

Directly from your invoice, go to the flat key menu (🔧 ) located at the top right of your invoice and then click on "Create a recurrence"

The " Type" and "Model" fields are pre-filled, all you have to do is select the frequency of your recurrence

The recurrence tool has the following fields:

  • Title: mandatory element to recognize what the recurrence corresponds to. It is possible to specify, for example, the name of the customer and the periodicity.

  • Frequency: choice of frequency (for example: weekly).

  • End type: essential to know the end of the recurrence. A monthly billing that lasts 1 year, could have an end based on the number of occurrences of 11 repetitions (or based on an end date).

  • Number of occurrences: in the case of repetition by occurrence, allows you to define the number of end occurrences (if it is for example for one year, take into account that you have already created the first intervention so there are 11 left occurrences).

  • Next creation: allows you to define the date of the next occurrence of the intervention

⚠️ Important: When selecting the date of the next occurrence, always make sure to select the next occurrence date and not the date entered in the reference invoice.

  • Generate the document: allows you to define when the invoice should be generated.

Once your recurrence has been correctly set up, click on Save.

You can view all your recurring invoices from the "Invoicing" module under the "recurrence" menu.

❗ Important: Recurrences are created overnight (one occurrence at a time), so you won't see all your bills appear immediately. You will have to wait until the next day to see the next occurrence appear and so on.

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