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How to Create Recurring Invoices

Understanding Setting invoice frequency.

The below table explains different cases of setting invoice frequency:

There can be four types of invoices status possible here, which will also be shown in the form of tooltips above the icons:

  • Sent: The invoice was successfully sent to the customer
  • Overdue: The invoice was successfully sent on time but has still not been paid by the customer
  • Paid: The customer has paid for the invoice
  • Not Sent: There was a system error in delivering the invoice to the customer, and the invoice needs to be sent again.

The invoice statuses can also be checked inside the invoice builder once the recurring template is Scheduled, which will open the right panel similarly.

How to stop sending future invoices?

Active or Scheduled recurring invoices can be stopped from sending out any future invoices from the Recurring Templates list page. Select the End option from the Actions dropdown and confirm the same as shown below:

The user also has the option to end the recurring invoice from inside the invoice builder.

Can I modify the price, discount, or taxes from the following occurrence?

No, you can’t change the price, discount, or taxes after you have scheduled the recurring invoice. 

Although you can individually edit the sent-out invoice and send it over again to the customer for specific instances, there is no way to change this in automation.

 

Can I change the frequency setting of an ongoing recurring invoice?

No, you can’t change the frequency settings after you have scheduled the recurring invoice. 

 

Which products can I add to recurring invoices?

Only one-time products (NOT subscriptions) can be added to a recurring invoice. In the case of recurring products, the frequency needs to be defined inside the invoice frequency setting.

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