🔁 Recurring invoices
Bill the same customer the same thing every month - rent, a retainer, a maintenance fee - without retyping the invoice. Erpilo makes it for you on the date, as a draft to check or finalized and emailed to the customer.
If you send the same invoice again and again, Erpilo can now make it for you - and you will never miss a month because somebody forgot.
Set one up in a minute
- Open the invoice you want to repeat and click Make recurring.
- Choose how often: every so many days, weeks, months or years.
- Choose the date of the first invoice, and when it ends - never, on a date, or after a number of invoices.
- Choose what each date makes:
- A draft to check - you look it over and finalize it yourself.
- A finalized invoice - numbered and in your books, but not sent.
- A finalized invoice, emailed to the customer - with the PDF and the e-invoice attached.
- Click Save. It is saved switched off, so nothing is made or sent until you click Switch on.
When the invoices are made
Each invoice is made on its date, between 6:00 and 20:00 Estonian time. Switch one on during the day and that day's invoice arrives within the hour. Emailed invoices never go out at night.
Keeping track
- Invoices ▸ Recurring invoices lists them all: the customer, the amount, how often, the next date, and whether it is on or off. Switch one on or off, change its schedule or delete it from there.
- Each recurring invoice has its own page showing every invoice it has made. Every invoice made this way says so at the top and links back.
- In your invoice list, a small circular-arrows icon beside the number marks the invoices you made recurring and the invoices made from them. Point at it - or tap it on a phone - to see which is which. More filters ▸ Recurring shows only those, or hides them.
Good to know
- The lines are copied once from the invoice you started from and cannot be changed. To bill something different - a new price, an extra line - switch the old one off and make a new invoice recurring.
- The customer's details are read fresh from the customer card every time, so a new address or VAT number is on the next invoice automatically. That is also why the invoice you start from needs a customer from your customer list.
- Each invoice is dated the day it is made and is due after the same number of days as the invoice you started from.
- If something goes wrong - the customer has no email address, say - the recurring invoice's page tells you what happened and offers Try again. The next date is not held up.
- Switching one on never makes invoices for dates already past.
- Credit notes cannot be made recurring.