How do I create a recurring invoice?
Recurring invoices are useful when you bill some of your customers at regular intervals. For example, this can apply to subscriptions or maintenance.
Toolcie lets you create recurring invoices. The software automatically generates a new invoice based on the original template at regular intervals. Once the invoice has been created, the software sends you an alert so you can review it and, if everything is correct, send it to your customer.
Activate recurring invoicing
You can enable the recurring option for an existing invoice or when creating a new one.
While editing or creating an invoice, click the contextual menu then click the “Recurring invoice”
button.
From the page listing all invoices, you can also use the contextual menu then click “Recurring invoice.”
The window will offer different options. In particular, you can set the desired frequency interval—for example: every two weeks, every three months, every year, etc.
You can also set how the recurrence ends:
- never
- end date
- number of occurrences
If you choose an end date, the last automatic invoice will be created on or before that date.
If you set a number of occurrences, the last invoice will be created once that number is reached. For example: if you set two occurrences, two invoices will be created and then recurring invoicing will stop.
Once saved, the next invoice creation date will be displayed.
Edit or deactivate recurring invoicing
At any time, you can edit or deactivate a recurring invoice either from the original invoice or from subsequent related invoices. Just follow the same steps as when activating recurring invoicing.
View all recurring invoices
From the invoice list page, you can view recurring invoices (templates) by clicking the search icon and then, from the menu below the search field, selecting “Recurring invoice.”