Recurring invoices overview

Here you see every recurring schedule: who it bills, how often, and when the next invoice is due. You can create new ones, filter the list, and pause or resume several schedules at once.

Schedule statuses:

• Active – invoices are made on the scheduled dates.
• Scheduled – the start date is still in the future.
• Paused – no invoice is made until you resume it.
• Ended – the series has reached its end date.

You can filter by customer, currency, direction, frequency, status, due date (for example Due today or overdue) and automatic issuing, and save the list to a spreadsheet with Export.

It shows in the cash flow forecast too. A schedule's coming occurrences appear on the Planner and Workbench tabs of the Cash flow page under "Recurring invoices", on the expected payment due date, before the invoice exists. So a monthly cost does not surface only on the day it is payable.

Once an occurrence has its invoice, the forecast counts the invoice instead, so the same money is never counted twice, even if the schedule was edited in between. Paused and ended schedules drop out of the forecast. These rows cannot be moved on the curve, because there is no invoice behind them yet: change the date on the schedule itself.