Recurring invoicing and payment reminders

02What the module does

• Schedules instead of manual billingIn a recurring invoice schedule, you set the customer, contacts, line items and billing period. You never have to recreate a regular invoice from scratch each period.
• Schedules linked to dealsLink the schedule to a quote or sales order so every recurring invoice clearly shows which deal it originates from.
• Invoices issued on timeEach day, the system issues invoices from your schedules and assigns them a number from the numbering series. Recurring billing never depends on someone remembering to run it.
• Emails sent from your mailboxThe invoice is emailed with a PDF attachment via the mailbox and template you choose. Your customer receives it from the exact address and in the format you specify.
• No blind resendingDelivery status is tracked for every dispatch. Uncertain deliveries are never resent blindly, so your customer will not receive the same invoice twice.
• Automatic retries on temporary errorsAfter a temporary failure, sending is retried automatically after 5 min, 30 min and 2 h. You do not have to handle brief outages manually.
• Test runs firstTry out a billing run in dry-run mode or restrict sending to approved addresses only. You can verify new recurring billing before it ever reaches your customers.
• See what is going outView upcoming recurring invoices on your dashboard and preview each one as a PDF in advance. You can fix any mistakes before the document is sent.
• Staged payment remindersReminders go out before the due date, on the due date, after the due date, and at recurring intervals. Customers receive timely nudges without you having to chase them manually.
• A different tone for each stageEach reminder stage has its own email template, so an initial courtesy notice can sound very different from a repeated overdue demand.
• No reminders when payment may have arrivedNo reminder is sent for an invoice when an unmatched payment for the exact balance due is sitting in the bank. Customers who have likely already paid are spared unnecessary messages.
• Single-invoice exceptionsDisable reminders on any individual invoice—useful when you are handling a specific document with a customer personally while all other reminders continue as normal.
• When reminders are not enoughOnce the configured number of reminders is exhausted, a designated colleague is notified. Unpaid invoices never get left to automated emails alone.
• All 13 capabilities in a single module

05Frequently asked questions