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Set up recurring invoices

5 min readBusiness

Set up a recurring invoice from the Invoices page by opening a new invoice, turning on recurring settings, and saving it with the recurring option enabled. If the invoice needs a separate review, or if Finanly shows an existing saved invoice reference, finish that saved invoice instead of starting over.

Before you start

  • You are working in a business workspace.
  • You have invoice write access.
  • Recurring invoices are available in your workspace.
  • If the invoice currency is different from the company currency, you have an approved exchange rate ready.
  • If you are creating a sales invoice, you can choose a sales channel before saving.
  • If the invoice includes line items, each line must have verified units and a reviewed rate before you save.

Before you start

Recurring invoices are configured from the Invoices page in your business workspace. Open a new invoice, turn on the recurring settings, and complete the invoice details before you save it. If the recovery panel shows an existing saved invoice reference, review or resume that saved invoice before starting another draft.

  • Use New Invoice to open the invoice form.
  • Open the recurring settings in the form.
  • Fill in the party, dates, items, and totals before saving.
  • When recurring is enabled, use Save & Submit to create the recurring schedule.

Set up a recurring invoice

  1. On the Invoices page, select New Invoice.New Invoice
  2. Choose Sales Invoice or Purchase Invoice if needed.Sales InvoicePurchase Invoice
  3. Select the customer or supplier for the invoice.
  4. Set the Invoice Date and Due Date.Invoice DateDue Date
  5. Choose the Payment Terms and Currency.Payment TermsCurrency
  6. If the invoice currency differs from the company currency, enter the approved Exchange rate.Exchange rate
  7. Add your line items, then verify the unit and rate on each line.
  8. Open Make This Recurring and select Enable recurring invoice.Enable recurring invoice
  9. Choose the Frequency and Start Date, and add an End Date only if you want the schedule to stop on a specific date.FrequencyStart DateEnd Date
  10. If you want the invoice to repeat on a specific day, choose one of the visible Repeat on Day options: same as the start date, 1st of month, 15th of month, or last day of month.Repeat on Day
  11. Enter the recipient address in Email Notifications if you want to configure the schedule’s notification recipient.
  12. If you want generated invoices to post automatically when they are created, leave Auto-submit invoices selected.Auto-submit invoices
  13. When you are ready to create the schedule, use Save & Submit.

Recurring field meanings

Recurring invoice fields and what they mean
FieldMeaningNotes
FrequencyHow often Finanly should generate the invoiceVisible choices include Monthly, Weekly, Quarterly, Half-yearly, Yearly, and Daily.
Start DateThe first date for the scheduleThis is required when recurring is enabled.
End DateThe last date for the scheduleLeave blank for no end date.
Repeat on DayWhich day of the period to useBlank means the same day as the start date. Other visible choices are 1st of month, 15th of month, and last day of month.
Auto-submit invoicesWhether generated invoices should post automaticallyLeave it selected if you want auto-submission on creation.
Email NotificationsAn email address for recurring notificationsRecords the schedule’s notification email address.

Save, submit, and review

  1. If you are creating a recurring invoice, finish the form and use Save & Submit when you are ready to create the schedule.
  2. If the invoice needs a separate review before posting, open the saved invoice from the review notice and inspect it again.
  3. If the invoice is posted, use Review posted invoice to open the latest saved version.Review posted invoice
  4. If the invoice is still a draft, use Submit Draft from the preview dialog after checking the current values.Submit Draft

Pause, resume, or delete a recurring schedule

  1. On the recurring invoices list, find the schedule you want to change.
  2. Use the Pause or Resume button to change whether the schedule is active.
  3. Use Delete if you want to remove the schedule entirely.

A paused schedule stays in the list but is marked inactive. If you delete a schedule, future recurring invoices from that schedule stop.

If something goes wrong

  • If the form says the due date cannot be before the invoice date, move the due date forward and try again.
  • If the exchange rate is missing or invalid, enter a positive approved rate before saving.
  • If a sales invoice has stock items, choose a warehouse for each stock line unless the sales channel is Shopify.
  • If a line item unit or rate is not verified, retry the unit check or keep the saved unit before saving.
  • If Finanly shows an existing save reference, use the recovery panel to resume that save instead of starting a new draft.

Updated

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6 min readBusinessCreate, review and post a sales or purchase invoice

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8 min readBusinessUnderstand invoice prices, units and taxes

Use the invoice form to verify line prices, units, currency, and taxes before you save or submit. The fields on the form control the invoice’s reviewed price, unit conversion, currency, and tax amounts; some checks only apply when the invoice is a stock-moving sales invoice or when the connected ledger is configured to require them.

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