Recurring invoices

For invoices that repeat — subscriptions, rents, service fees — use Invoicing › Recurring invoices. A recurring profile remembers the source invoice, the schedule and the sending rules; the system then generates each new invoice automatically.

Creating a profile

Either press Add New on the recurring page and pick a source invoice, or open any invoice and press Make Recurring. The profile form has four sections:

General

A name for the profile (e.g. "Office rent — ACME") and the source invoice whose contents are copied into each generated invoice.

Schedule

• Frequency — daily, weekly, monthly or yearly, times an interval (e.g. every 2 weeks, every 3 months).
• Weekly profiles pick the weekday; monthly ones pick the day of month (or anchor to the issue date); yearly ones pick month + day.
• Billing mode — Arrears (invoice after the period) or Advance (invoice before the period).
• Start date, optional end date and max occurrences.

Period note

Optionally adds a line or note describing the billed period, using placeholders like {start}, {end}, {month}, {year} — e.g. "Rent for {month} {year}".

Generation & sending

• Generated invoice status — Draft (you review each one) or Open (ready immediately).
• Auto-send generated invoice — sends each invoice automatically using the selected template.
• Refresh prices from current products — re-pull current product prices at generation time instead of copying the source invoice's old prices.

Managing profiles

The list shows each profile's status, customer, frequency, last/next run and how many invoices it has generated, with KPI cards for Active / Paused / Completed / Failed / Due today. Per-profile actions:

• Pause / Resume — temporarily stop a profile,
• Run now — generate the next invoice immediately,
• Edit / Delete.

Generated invoices behave like any other invoice — they appear in the invoice list and follow the normal payment/status flow.