The manual sending method allows you to check and edit the details of a recurring invoice before sending it. The manual sending method requires you to remember to send the invoices created before the due date.
- Select New recurring invoice to open a blank recurring invoice template.
- Specify the basic information for the invoice template, such as the name and start date.
- Define the recurrence settings for the invoice. Select Manual as the delivery method.
- Select the customers for whom the invoices will be created.
- Add product rows.
- Select Activate.
- Recurring invoices are created and displayed on the Manually sent tab. At this stage, invoices can still be edited.
- Select one or more invoices and select Send. The selected invoices are sent using the customer’s default invoicing method (defined in the customer register) and the next invoice is created according to the invoice template settings.
- Sent invoices are transferred to the Invoices view in Sales Invoicing. If the invoice is sent as an e-invoice or via a mailing service, the invoice will appear in the Scheduled sending status and you can edit it until 8 p.m. The email invoice is sent to the customer immediately.
- Instead of sending it, you can also delete the invoice created, in which case it will be removed from the system and the next invoice will be created according to the settings.
- If the invoice template is valid until further notice, end the invoice template when you no longer need to create new recurring invoices.
