Recurring invoicing

Recurring invoicing is suited to situations where you invoice the same customer regularly for the same amount — for example monthly service agreements or rent invoices. Once recurrence is set, NoCFO creates and sends the invoice automatically according to the agreed schedule.

Setting up recurrence

Recurrence is set when creating an invoice. Choose the desired recurrence interval in the Recurrence field, for example monthly. Then fill in the recurrence settings:

Date — the day of the month on which the invoice is created automatically, for example the 24th.

Recurrence ends — the date on which recurring invoicing stops. Can be left empty if invoicing continues indefinitely.

Reference number — choose whether a new reference number is created for each invoice or the same one is used. A new reference number for each invoice is recommended so payments are matched automatically.

Delivery method for the recurring invoice — determined by the contact's invoicing settings. Select the recipient first, after which the delivery method appears.

Managing recurring invoices

Recurring invoices can be identified on the Invoices tab by the recycle icon next to the invoice. You can cancel the recurrence by opening the invoice and selecting “Remove recurrence” from the “Recurrence” button.

Things to note

If the customer's details or prices change, remember to update the recurrence settings before the next invoice creation date. An automatically created invoice always uses the data saved in the invoice template.

• Creating and sending invoices

• Invoicing settings