Recurring Invoice

Recurring invoice can be set while creating normal invoices. You will come across “Recurring“, where you can select recurring frequency to create recurring invoice.

New recurring invoice is created in the draft mode and you can update the status or payment.
Output Time Recurring

Setting Recurring Frequency

You can set recurring invoice, by selecting / customizing the due frequency from drop-down menu.


Invoice Date Invoice Option Next Invoice Date
May 14, 2014 No Recurring —–
May 14, 2014 Every Week May 21, 2014
May 14, 2014 Every 2 Weeks May 28, 2014
May 14, 2014 Every 15 Days May 29, 2014
May 14, 2014 Every 1 month Jun 14, 2014
May 14, 2014 Every 2 month Jul 14, 2014
May 14, 2014 Every 3 month Aug 14, 2014
May 14, 2014 Every 4 month Sep 14, 2014
May 14, 2014 Every 6 month Nov 14, 2014
May 14, 2014 Every Year May 14, 2015
May 14, 2014 First Day of each month Jun 1, 2014
May 14, 2014 Last Day of each month May  31, 2014

Output Time Recurring List

Changing Recurring Frequency

Recurring Frequency can be changed, only for the invoices in “Draft” state. Administrator can edit recurring frequency, where Project Manager + Finance can edit the recurring frequency of invoice, which he created.

Sending Recurring Invoice

You can send recurring invoice either manually or automatically.

Sending automatically

After selecting recurring frequency, a checkbox with “Send Email automatically to client” will appear. If you want to sent it automatically, you have to select that checkbox.
Sending Recurring InvoiceWhen an recurring invoice is defined as, Cron will automatically create a new invoice based on the recurring frequency.