Recurring invoices

A recurring invoice raises the same invoice on a schedule: rent, a monthly retainer, a service contract.

Setting one up

1. Open Sales > Recurring invoices and choose New schedule.
2. Choose the customer, how often (week, month, 3 months or year) and the date of the first invoice.
3. Add the lines. Leave a price blank to use the product's price at the time each invoice is raised.
4. Choose whether to issue them automatically, or keep each as a draft for you to check.
5. Optionally set the date of the last invoice.

If the first date is today or earlier, the first invoice is raised as soon as you save.

Running

MannaBooks raises due invoices every morning at 6:00. A monthly schedule that starts on the 31st falls on the last day of shorter months.

You can Pause, Resume or End a schedule, or Raise next invoice now. If a run fails (for example the month is closed or the customer is inactive), the reason shows on the schedule.