Recurring invoices

Pro

Recurring invoices are part of Pro.

Do you send the same invoice every month, for example for a subscription, maintenance, rent or a fixed monthly fee? Let EenFactuurMaken.nl do it. You'll find it under Recurring in the menu.

Setting up a schedule

1. First create an invoice the way you want to send it every time. A draft is enough; an earlier finalised invoice works too.
2. Go to Recurring and click New schedule.
3. Choose the Template invoice. We copy the customer, lines and settings from that invoice.
4. Choose how it Repeats: weekly, monthly, quarterly or yearly, and Every: for example 2 for every two months (1 to 12).
5. Choose First invoice on: today or later.
6. Optional: Stop after an end date.
7. Choose what should happen (see below) and click Set up.

Under Upcoming invoices you immediately see the dates of the next invoices.

Draft, finalised or sent

Sending automatically only works if the invoice is also finalised automatically. If your customer has no email address, we warn you; add one.

How does it work?

• We check every 15 minutes which invoices are due (Dutch time).
• Each new invoice gets that day's date, a new due date and the next number.
• If the template invoice has a supply period (for example 1 to 31 March), it moves along each time.
• Monthly on the 31st? In shorter months that becomes the last day of the month.
• If EenFactuurMaken.nl was unavailable for a while, we catch up on missed invoices (up to 12 at a time).
• If you change the template invoice (while it's a draft), the changes apply to the next invoices.

Managing

From the menu next to a schedule you can:

• Edit: change the repetition, dates and settings;
• Create now: create the next invoice right away; the schedule then continues with the following date;
• Pause and Resume: after resuming we continue from the next date in the future, without catching up on missed invoices;
• Delete: no new invoices are created. Invoices that already exist are kept.

Under Recent runs you see a schedule's latest invoices and whether they worked.

If something goes wrong

If finalising fails (for example because details are missing) or sending fails (for example without an email address), we still create the invoice and email you a link to it. Fix the problem and finalise or send it yourself.

Quota and Pro

Automatically created invoices don't count towards any limit: with Pro everything is unlimited. If you stop Pro, we pause your schedules. They're kept, and you can resume them when you take Pro again.