In this article:
- Configure Recurring Invoices
- Manage Recurring Invoices
Recurring invoices can be set up to be sent automatically according to your custom schedule and configuring one is just like making a one-off invoice.
Creating a Recurring Invoice
Just like a regular invoice, the simplest way to create a recurring invoice is to:
- Click the Global Plus Button
- Select Invoice in the second menu
This lands you in the Invoice pop-up.
Now let’s change this to a recurring invoice.
At the top-left of the window, where it says Invoice, click on the dropdown button next to it. This is where you can swap a one-off Invoice for a Recurring Invoice.
Once you make the change, the Invoice information changes in the pop-up window relevant to the recurring nature of the invoice.
Like a regular invoice, you’ll assign this recurring invoice to a Contact. Search for one here.
Then add a Description for the recurring invoice.
Next, decide on the Duration for your invoice. Enter a Start Date (it has to be at least on the day you are creating it). Then decide when it should…or it ever does!
You have three options:
- After..# of Invoices
- On a specific date
- Or, Never
Next, you’ll determine the frequency of the invoices. You can set it to:
You can adjust the frequency based on these options. For example, you can bill a contact every 2 months or bi-monthly on every second Monday.
Once you set the duration and frequency, Canopy summarizes your choices at the bottom of the window. Use this to verify you’ve got it all right!
Finally, it might be a good idea to set the payment terms. You can do that here, from Due on Receipt to Net 60 or a Custom Term.
From there, you’ll fill in your service items as you would a regular invoice. You can add as many line items as makes sense and add Notes and additional Terms & Conditions.
Once you're ready to begin the recurring invoice cycle, click Start.
And that’s it!
Manage Recurring Invoices
You can see your recurring invoices:
- Under Billing,
- Click Invoices
- Select Recurring
In this table, you can see all the recurring invoices you have for your contacts.
You verify the statuses of each by viewing the Status column, where you status such as:
- Not Scheduled
You can edit the service items, terms, duration, or frequency by clicking the invoice name. You’ll come to that same menu where you created this the first time.
To end an active recurring invoice, click End Recurrence.
Once you do, the status changes from active to end.