Recurring Invoices
Interacting with a recurring invoice is very similar to interacting with invoices. Most settings translate from creating and managing your invoices over to creating and managing recurring invoices. In this article, we'll focus on what makes recurring invoices different.
Recurring invoices are invoices that when created, allow you to set a scheduled date for when the first invoice is sent/due and for when future invoices are sent/due. When creating or editing a recurring invoice:
Most aspects will be the same as creating a regular invoice, however, you also gain access to the recurring invoice settings.
As a recurring invoice, you can set how often the invoice will be sent, set a start and end date, and set how many days in advance the invoice will be sent.
If the start date is within the amount of time that your advance send would be set for, the first invoice will be sent instantly when you schedule the invoice.
Ie. If it is January 15th, you set your invoice to start on the 22nd and set the invoice to be sent 10 days in advance, because the 22nd is within that current 10-day span, the invoice will instantly send the first invoice when you schedule your recurring invoice.
Additional Actions
In addition to the usual actions, recurring invoices have a few unique actions:
View History - This allows you to see when all invoices associated with the recurring invoice have gone out and their status.
End - This allows you to stop future sends of the recurring invoice.
Additional Statuses
In addition to the usual statuses, recurring invoices have a few unique statuses:
Scheduled: This status is for when a recurring invoice has been created and scheduled to go out, but the first invoice has not yet been sent.
Active: This status is for when a recurring invoice has been created and has begun sending.
Ended: This status is for when a recurring invoice has been created and sent, and has completed the full number of scheduled sends.
Canceled: This status is for when a recurring invoice has been ended before it would have completed its full number of scheduled sends or if it did not have a finite number of sends.