Recurring Invoices¶

Set up a template that generates invoices on a schedule for customers you bill regularly.

A recurring invoice is a template, not an invoice itself. On each due date FairBooks creates a new invoice from it. By default those invoices are created as drafts so you can review them before sending, but you can turn on auto-send to have them sent automatically.

Setting up a template¶

1. Go to Recurring Invoices in the sidebar.
2. Click New Recurring Invoice.
3. Give the template a Name (required), so you can recognise it in the list.
4. Select a Customer.
5. Add your line items.
6. Set the Frequency and interval (see below).
7. Set a Start Date, and optionally an End Date.
8. Optionally add Notes to appear on each generated invoice.
9. Choose whether to auto-send the generated invoices.

Frequency¶

Pick how often to bill, and an "every N" interval to space it out:

• daily
• weekly
• fortnightly
• monthly
• quarterly
• yearly

For example, a frequency of weekly with an interval of 2 bills every two weeks, and monthly with an interval of 1 bills once a month.

Drafts or auto-send¶

• With auto-send off (the default), each new invoice is created as a draft and waits in your Invoices list for you to review and send.
• With auto-send on, each new invoice is sent to the customer automatically as it is generated.

Managing a template¶

• Pause: temporarily stop generating invoices.
• Resume: restart a paused template.
• Edit: update the name, line items, frequency, or customer.
• Delete: remove the template.

You can also see how many invoices a template has generated and open the list of those invoices from the template.

Start, end, and catch-up¶

• The template begins generating on its start date.
• If it misses any scheduled dates, for example because it was paused, it catches up by generating one invoice per missed period.
• When a template reaches its end date it is marked Completed and stops generating. A completed template cannot be paused or resumed.

What's next?¶

• Creating invoices
• Products