Recurring Invoices #

Neo-Ledger can automatically create invoices on a repeating schedule — daily, weekly, or monthly — so you don’t have to recreate the same invoice by hand each period. You set up the invoice once, define the schedule, and Neo-Ledger takes care of the rest.

Navigate to AR → Recurring Invoices to see all your configured schedules.

Your recurring invoice schedules #

The list shows all active and inactive recurring schedules. For each one you can see:

From the list you can:

• Edit — Adjust the invoice template or the schedule settings.
• View Runs — See every invoice this schedule has created, whether it succeeded, and a link to the resulting invoice.
• Delete — Remove the schedule. Any invoices already created are not affected.

Setting up a recurring invoice #

Click + Create recurring invoice. This opens the standard Sales Invoice form, where you fill in the customer, line items, description, and other details exactly as you would for a one-off invoice. Two things are different in recurring mode:

• The Payments section is hidden — payments are recorded separately on each generated invoice.
• A Recurring schedule section appears at the bottom, where you define when the invoice should run.

Click Save recurring invoice when you’re done. The first invoice will be created automatically at the next scheduled run.

Configuring the schedule #

Name #

An optional label to help you identify this schedule in the list.

Frequency #

Choose how often the invoice should be created:

Days (weekly schedules) #

Pick one or more days of the week — Mon through Sun. If you don’t pick any, the schedule defaults to Monday.

Days of month (monthly schedules) #

Pick one or more dates — 1 through 31. Use -1 for the last day of the month, so it always falls on the final day regardless of the month length. The quick-select buttons 1st & 15th and Last Day make common setups easy. If you don’t pick any day, the schedule defaults to the 1st.

Run at (time) #

The time of day when the invoice is created. Defaults to 09:00.

Start date #

Optional. The schedule will not create invoices before this date. Useful if you want to set up a schedule in advance.

End date #

Optional. The schedule stops after this date. Leave blank to run indefinitely.

Due in (days) #

How many days after the invoice date payment is due. This overrides the customer’s default payment terms for invoices created by this schedule. Defaults to 30.

Automatically emailing the invoice #

You can have Neo-Ledger automatically email the customer each time a recurring invoice is created. Check Send email when invoice is created, then configure:

Making changes #

Click Edit on any schedule to reopen it. Update the invoice details or the schedule settings, then click Update recurring invoice to save.

Changes only affect future invoices — anything already created remains unchanged.

Run history #

Click View Runs on any schedule to see a full log of past runs: