Recurrence settings

In the Recurrence settings panel of the recurring invoice form you set when the series starts, when it ends (optional) and how often an invoice is made. Right below you see the next occurrence dates and the amount per occurrence.

The fields of the panel:

• Start Date – the day of the first occurrence. If you pick a day in the past, earlier occurrences are not made up: billing starts at the next due occurrence. For a past period, issue a one-off invoice instead.
• End Date (Optional) – the last day an invoice may be made. Left empty, the series repeats indefinitely.
• Frequency – daily, weekly, monthly or yearly.
• Interval – how many periods pass between invoices (1–99). Monthly with an interval of 3 gives a quarterly invoice, for example.

For a monthly series, under Which day you choose:

• On a set day of the month – the day of the start date, every month. It can only be the 1st to the 28th, so that no month is skipped.
• On the last day of the month – the last day of every month (28 February, 30 April and so on).

A yearly series cannot start on 29 February. If no occurrence falls between the start and the end date, the schedule cannot be saved.

Issue invoices automatically – when ticked, the nightly run issues the due invoice at your invoicing provider instead of leaving a draft. It is available only for an outgoing, regular invoice (not a prepayment invoice or a fee request), and only when an invoicing provider is set up for the team. Missed occurrences that are caught up always become drafts, so months of backlog never go out as real invoices at once.

At the bottom of the panel you see a one-sentence summary, the next (at most 5) occurrence dates and the amount Per occurrence – the latter once line items are added. Further down the form you set how many days after the invoice date the fulfillment and the payment due date fall.