Do you want to save time and avoid the hassle of repeatedly issuing the same invoices? The recurring invoice feature allows you to automate this process, set up invoices according to your preferences, and let InvoiceOnline handle the rest for you. Learn how to correctly configure this feature and take full advantage of it!
How to Set Up a Recurring Invoice Step by Step
The recurring invoice feature allows you to create a regularly recurring invoice that will be automatically issued based on the parameters you provide. This guide will show you how to set it up so you can easily automate invoice issuance.
Creating a New Invoice
Log into your account and select the option to issue an invoice.
Fill in all the invoice fields as usual – including items, prices, and other necessary details.
Below the total price, you will find the option Regularly bill – this button enables you to set up recurring issuance of the same invoice.
Setting the Invoice Frequency
After clicking on the Regularly bill button, the setting options will appear.
Select the interval at which the invoice should be created: weekly, monthly, quarterly, semi-annually, or annually.
Set the end of the repetition – you have three options:
Never – the invoice will be created repeatedly without any limit.
After a certain number of repetitions – enter the number of occurrences after which the invoicing should stop.
On a specific date – set a specific date when the repetition should end.
You can also check the date of the current invoice and adjust it as needed. Depending on your settings, you will also see when the next invoice will be issued.
Additional Settings Options
Issue the invoice on the last day of the period – choose this if you want the invoice to be issued at the end of the selected period.
Automatic invoice sending – you can set whether the invoice should be automatically sent to the customer on the day it is issued.
Copy to your email – select whether you want to receive a copy of the invoice in your email.
Issuing the Invoice and Future Invoice Overview
After configuring all the parameters, issue the invoice. The current invoice will be issued immediately.
You will find the issued invoice in the Invoices section, where it will have its current status (draft, paid, unpaid, overdue).
Future invoices, which are set to be issued based on your configuration, will appear under the Future tab.
Editing or Deleting Future Invoices
You can edit or delete future invoices at any time – click the pencil icon to edit or the trash icon to delete.
Issuing the First Invoice: Once the recurring invoice is set up, one invoice will be issued immediately, and the next will be prepared as "future" according to the parameters you’ve set.
Editing an Issued Invoice: If you edit the original invoice (the one that has already been issued) after it has been issued, changes will not be reflected in the prepared future invoice. Each future invoice draws its data from the original template only at the moment of its creation, so if you edit an already issued invoice, future invoices will remain unchanged.
Editing a Future Invoice: However, if you edit a future invoice that is prepared for issuance, the changes will apply to all subsequent recurring invoices.
You can find a tutorial on how to set up a recurring invoice in this video: