Recurring invoices

Question asked by Sarah Willans 10 years ago

I'm a new user, and a bit confused about recurring invoices. When are they sent to the customer and recorded as unpaid invoices? I seem to have created a recurring invoice template successfully, but the first occurence (dated today) doesn't appear in the unpaid invoices list, so I'm assuming that it hasn't been emailed to the customer - or has it? And will future invoices be sent to the customer automatically, or is there something that I have to do to trigger them?

2 Replies

Hello Sarah,

The unpaid invoice will be created on the date selected on the invoice template. If you let me know in an email to contact support which invoice template of yours isn't generating an invoice then I'll look into this for you. Also if the invoice hasn't been created then an email will not have been sent out to the customer yet.

Kind regards,

Michael

OK - thanks Michael, I've emailed support.

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