Starting

Choose when you want the schedule to start. The Starting date is not necessarily the date of the first invoice, just the date you want to start running the schedule from.

• If the Starting date is today and the Frequency is also today, then an invoice will be created immediately
• Move the starting date if your first is scheduled to run today and you don't want to create an invoice straight away
• You might be setting up orders today that run from a date in the future, such as the beginning of the following month. To make sure your invoices are not created early, set the starting date to the first of the next month
  

  For example:

  Frequency	Starting date	1st invoice
  Weekly on a Monday	Today and today is Monday	Immediately
  Weekly on a Monday	Today and today is Tuesday	The following Monday
  Monthly on the 1st	Today and today is the 1st	Immediately
  Monthly on the 1st	Today and today is the 3rd	1st of the following month

• You can't set up a recurring invoice to run from a date in the past and create invoices respectively

Ending

Now you need to decide when to stop the invoices being generated.

• To create invoices perpetually, set the Ending to Never. Otherwise, choose the number of invoices required or set an end date
• Once the recurring invoice gets past its end date, it can't be edited. If you want to set up the same recurring invoice again, because your customer has renewed their subscription for example, copy the completed one to a new recurring invoice. See Copy a recurring invoice

How to invoice for a single job across multiple periods, such as 30, 60 and 90 days

Set up a recurring invoice with a Frequency of every 30 days to end after 3 occurrences.

This will create three separate invoices after 30, 60 and 90 days.

How to set up recurring invoices to make sure they're due to be paid in the next period

To help your cashflow, it's a good idea to make sure your invoices are always due to be paid on the next period.

If you set your recurring invoices to recur on the last day of the month, you may have some months where the due date falls outside of your next period.

Consider setting it up to recur around the 22nd of the month, to make sure they're always due within the following period.

Use this if you or someone else need to check the invoices before they are sent out and you don't want to update your customer accounts until they're checked. This is useful if you have an approval workflow or authorisation process.

It's easier to make changes to a draft invoice and as draft invoices can't be paid, there's less chance of making errors.

To create and send the invoices

1. Go to Sales and Sales Invoices.
2. Open the invoice from the list and make the required changes.
3. Clear the Save as Draft check box.
4. Choose to Save or Save and Email to send out the invoice and update your accounts.

Use this if you or someone else needs to check the invoices before they get sent out, or you need to send them to an email address other than the one set on the contact record.

Use for invoices that are not emailed or sent out immediately or to print and send in the post.

When the invoices are created they're shown on the Invoices list.

To send your invoices

1. Go to Sales and Sales Invoices.
2. Open the invoice from the list and make the required changes.
3. When you're ready to send them, select them from the list and select Email. You can change the email address they're sent to from here.