Recurring invoices: schedule, approve and pause
A recurring invoice is a template with a frequency: once approved, Tario generates each invoice on its date and, with automatic sending, issues it to Hacienda and e-mails the client when it is accepted.
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Steps
In Sales → Recurring invoices click New recurring invoice: Client, Currency, Due and the lines (Product, Quantity, Unit price) just like an invoice.
Under Schedule pick the Frequency (Daily, Weekly, Monthly, Yearly or Custom with Every and Interval type), the Day of month or Day of week and the date of the First invoice.
Under Ends choose Never, After (with Max invoices) or On date (with End date).
Turn on Auto-send and the Send time if each invoice should be issued to Hacienda by itself; the e-mail to the client goes out when Hacienda accepts. Without automatic sending, each invoice stays as a draft for you to review and issue.
Save with Save recurring invoice (it stays in Draft) and use Approve to activate it: it becomes Active and the Next invoice column shows the next date.
Generate now creates the pending invoice immediately. Pause stops generation and Resume restarts it; End finishes it for good (Ended).
Every generated invoice takes the exchange rate and Hacienda settings of the day it is generated, not of the day you created the template.
Tips
- To change prices or lines from now on, edit the recurring invoice; invoices already generated do not change.
- If a generated invoice could not be issued (for example, the exchange rate is missing), it stays in Invoices with the list of what is missing.
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