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How do I repeat an invoice every month?

Enter and save the first Customer Invoice. Press Recurring on its toolbar, pick Repeat Every and Repeat In, the Invoice Day, Date From and Date To, tick Email or WhatsApp if the customer should get each copy, and Save. Every night each date the schedule reaches gets a copy of the invoice.

Screen
Receivables › Customer Invoice, Recurring on the toolbar
Who
The billing desk
Takes effect
The night each date is reached
Needs first
An invoice entered directly, not from an order or delivery

Steps​

  1. Open the first Customer Invoice, saved.
  2. Recurring on the toolbar.
  3. Repeat Every and Repeat In, for example 1 Month. Invoice Day Start, Middle or End to fix the day of the month.
  4. Date From, the first repeat, and Date To if it ends.
  5. Send to customer: tick Email or WhatsApp; leave the address empty to use the customer's.
  6. Check Next invoices, then Save.

Check it worked​

  • The popup shows the next invoice dates.
  • On Recurring Invoice, the schedule shows Next Invoice On and, once copies are made, Last Invoice Made.

If something looks wrong​

  • "... was made from another document and cannot be repeated ..." Only a free-text invoice repeats.
  • To stop it, Recurring, then Stop recurring.