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A recurring invoice is a template that Envoi uses to create and send a new invoice on a fixed schedule, for example a monthly subscription or a fixed agreement. You find them under Invoices, Recurring.
The list of recurring invoices with frequency, next date and statusThe list of recurring invoices with frequency, next date and status

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Create a recurring invoice

1

Start

Choose New recurring.
2

Customer and lines

Choose a customer and add the lines, as on a normal invoice.
3

Schedule

  • Frequency: weekly, monthly, quarterly or yearly.
  • First invoice date: cannot be in the past. This also applies when you change the date later.
  • Days until due: between 1 and 90 days.
4

Create

Choose Create recurring invoice.
You can also create a recurring invoice from an invoice you have already sent: open the invoice and choose More, Make recurring. The lines and the customer are copied.

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How the invoices are sent

On the date, Envoi creates a new invoice from the template, gives it an invoice number and KID, and sends it by email to the customer. The invoice date is the day it is created, and the due date is counted from it. If accounting is turned on, the invoice is posted automatically.
If the customer has no email address, the invoice stays as a draft, and you are notified. Add the address and send it yourself. If the email itself fails, the invoice is still issued and posted, and you are told to send it again. Envoi does not try to send that period again by itself.
There is no end date. A recurring invoice runs until you pause it or delete it.

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Pause, edit and delete

  • Pause stops the sending. Resume continues it. If a date passed while it was paused, it is skipped, and the next invoice is sent on the next date in the schedule.
  • Edit changes the customer, lines and schedule. The change applies to invoices created afterwards.
  • Delete removes the template. Invoices that have already been sent stay.

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The detail page

When you open a recurring invoice, you see the next invoice as it will look, the schedule, how many invoices have been created, and a list of them with a link to each.