Recurring invoices and run checks
A recurring invoice stores a rule for scheduled invoice creation. Scheduling differs from posting and sending; inspect results rather than assuming every stage completed.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Open Recurring invoices and create a rule with customer, items, currency and prices.
- Set frequency, start date and an end date if used; check the next run date.
- Review the generated invoice state and available sending options before enabling the rule.
- After a run, open the generated invoice and inspect lines, taxes, currency and source rule.
- When the agreement ends, disable the rule and review existing invoices; disabling does not cancel earlier documents.
Watch this distinction
Do not manually invoice the same period before checking the run result; that can duplicate the charge.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.