Ixonn Group

User Guides

Recurring Invoice

Table of Contents

Create recurring invoice

When you add/edit an invoice you have an option to set this invoice to be recurring.

That means that the invoice will be re-created automatically based on your setup for recurring invoices (every X months). You can set recurring starting from 1 month to 12 months or select custom to fit your needs.

How are the recurring days calculated?

The date when the invoice needs to be re-created (renewed) is calculated from the invoice date.

The dates in the examples are shown in Y-m-d format.

Example 1:

  • Invoice date is XXXX-08-17
  • Recurring is every 1 month
  • The invoice will be re-created (renewed) on XXXX-09-17

Example 2:

  • Invoice date is XXXX-03-01
  • Recurring is every month
  • The invoice will be re-created (renewed) on XXXX-04-01

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Description automatically generated

 You will have an overview of which invoices are generated from this invoice at the Child Invoices tab (after the invoices are generated).

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Stop a Recurring Invoice

In order to stop recurring invoices, you will need to go to the invoice edit area and set the Recurring Invoice drop-down field to NO.

NOTES:

  • You need to have set up cron job for this feature.
  • Recurring Draft invoices won’t be re-created.
  • Recurring invoices with status Cancelled (cancelled invoices) will be still re-created when the date for the next recurring invoice comes. In case you don’t want the invoice to be re-created from a cancelled invoice you must edit the invoice and set Recurring to No.

Settings

Navigate to Settings Menu -> Settings -> Cron Job

Create a new invoice from the main recurring invoice only if the main invoice is with status paid?

If this field is set to ‘No’ and the recurring invoice is not with status ‘Paid’, a new invoice won’t be created.

Hour of day to perform automatic operations (24 hours format eg. 9 for 9 am or 15 for 3 pm.)

The invoice will be re-created at a specific time of the day, based on the hour you have configured in this option.

For example, if the invoice should be re-created on 1st of May if you set here 09 the invoice will be re-created 1st of May 9 AM.

Action to take after an invoice is re-created

  • Generate and Auto-send the renewed invoice to the customer – NOTE: The customer contacts must have the email notification for invoices configured, in order to receive the email.
  • Generate an Unpaid Invoice
  • Generate a Draft Invoice

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