Recurring invoices

Invoices for regular clients, issued and sent by themselves at the period you set.

Step by step

Open “Documents” › “Recurring invoices” and choose “New recurring invoice”, or on an invoice’s detail choose “More” › “Create a recurring invoice”.
Give it a name, the customer and the lines. Variables such as #m# and #y# give each invoice its month and year.
Set “Start on” and “Repeat every”: a month, a quarter, half a year, a year or another number of months. Optionally “Issue on the last day of the month”, “Taxable date at the end of the previous month” or “Stop on a date”.
Tick “Send by e-mail” to have each invoice e-mailed to the customer. “Next issues” lists the coming dates.
Choose “Create the recurring invoice”. Starting today issues the first invoice at once.

In the list, the actions of a recurring invoice pause it and activate it again. The start cannot be in the past.