Recurring Invoices

Use a recurring invoice when the same customer is billed on a predictable schedule.

Create a schedule

1. Go to Sales > Recurring Invoices and select Create Recurring Invoice.
2. Select the customer and build the line items exactly as they should appear on each generated invoice.
3. Choose the frequency, start date and, where applicable, the end condition.
4. Check the due-date terms, email recipient, notes, VAT and discounts.
5. Leave Enabled on when the schedule should start, choose whether invoices are auto-sent, then select Create Recurring Invoice.

What happens automatically

The scheduler checks active recurring invoices daily. When a schedule is due, OxyAccounting generates the next invoice and sends it using the stored customer and document settings. The schedule records its next run and whether it is active, paused or completed.

Change or stop a schedule

Open the recurring invoice. Use Disable to stop generation temporarily and Enable to resume it. Use Edit to change future settings or add an end date. Run Now generates an invoice immediately when the schedule is active. Changes do not alter invoices already generated.

If an invoice is not generated

• Check that the schedule is active and its next run date has arrived.
• Confirm the customer still has a usable email address and the line items remain valid.
• Review the schedule's error or status message. Company administrators are notified when scheduled generation fails.
• Do not create a duplicate invoice until you have confirmed that no generated document exists under Sales > Invoices.