Invoicing and receipts
Creating a recurring or scheduled invoice
Recurring or scheduled invoices are invoices that are automatically created or sent based on a schedule you define.
Creating a recurring or scheduled invoice
To create a recurring invoice, go to Recurring invoices on the left side menu.
In addition to the usual required fields when you create an invoice, recurring invoices have the following fields:
Field | What it means |
---|---|
Status | Create as draft : A draft invoice will be created at the next occurrence. Auto send : An invoice will be created and immediately sent to the customer |
Schedule | Defines when each invoice is created, e.g. weekly, monthly, and so on. |
Email template | The email template to use when sending the invoice. If you choose to auto send the invoice, the email template becomes required. |
Previewing a recurring invoice
You can preview the email that your customer receives when a recurring invoice is sent. To do that, select the recurring invoice you’d like to preview then click on Send test email
. You will receive an email based on the email template you’ve chosen, with the invoice attached as a PDF.