What this page is for
Set up a repeating invoice.
Who can use it
Set up billing schedules (by default Admin and Finance).
How to set up a schedule
- Name it and fill in Bill to.
- Choose how often, the billing day (1 to 28), the currency, the first day billed and, if it ends, the last day billed.
- Fill in the lines for one full period.
- Choose whether part periods are charged by days and whether invoices are issued straight away. Select Save.
Fields and columns
| Field | Meaning |
|---|---|
| How often | Every month, quarter or year. |
| Billing day | Periods start on this day of the month. |
| First day billed, Last day billed | The dates covered. A start in the middle of a period makes a part period. |
| Charge part periods by days | A part period costs the full amount times days billed / days in the period. Otherwise it is charged in full. |
| Issue invoices straight away | Otherwise invoices are drafts to check and issue. |
| Lines | Type, description, quantity, price and tax for one full period. |
Statuses and automation
Changes apply to periods not yet invoiced. Invoices already made are not changed.
Settings that change this page
Tax rates.
FAQs
Why 28 at most? So every month has the billing day.
Troubleshooting
| Problem | What to do |
|---|---|
| "Add at least one line" | Fill a description and a price. |