The automatic delivery method makes the invoice sender’s work easier because it automates the entire invoicing process. You don’t have to remember to send invoices manually; instead, invoices are created and sent automatically from the system according to the settings.
- Select New recurring invoice to open a blank recurring invoice template.
- Specify the basic information for the invoice template, such as the name of the invoice template and the start date.
- Define the recurrence settings for the invoice. Select Automatic as the delivery method.
- Select the customers for whom the invoices will be created.
- Add product rows.
- Select Activate.
- Recurring invoices are created and appear in the Automatically sent tab. At this stage, invoices can still be edited.
- The invoices are sent on the specified sending date using the customer’s default invoicing method (defined in the customer register), and the next invoice is created according to the invoice template settings.
- If necessary, you can also send an automatically sent invoice manually. Select one or more invoices and select Send.
- Sent invoices are transferred to the Invoices view in the Sales invoicing service. If the invoice is sent as an e-invoice or via a mailing service, the invoice will appear in the Scheduled status, and you can edit the invoice until 8 p.m. Email invoices are sent to the customer immediately.
- Instead of sending, you can also delete the created invoice, 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, remember to end the invoice template when you no longer need to create new recurring invoices.
