Start from a reliable invoice template
Create or select a sales invoice that represents the repeated billing arrangement. Confirm customer, invoice lines, VAT rates, descriptions, and delivery settings before using it as the basis for recurrence.
Frequency, next date, and count
Recurring invoices can be scheduled weekly, every two weeks, monthly, every two months, quarterly, every four months, every six months, or yearly. Set the next invoice date, due-date days, and whether the recurrence has a remaining count or continues without a fixed end.
Automatic sending
Auto-send can deliver generated invoices when the invoice is complete and sendable. Use it only when customer data, email or Peppol settings, invoice content, and payment details are stable.
Monitor generated invoices
Review last generated dates, upcoming dates, remaining counts, active state, and any send errors. Startup processing can generate due recurring invoices, so check the generated documents before continuing normal invoicing.