Recurring Invoices

neoo 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 neoo takes care of the rest.

Navigate to Customers → Batch → Recurring Invoices to see all your configured schedules. Viewing the list requires the AR Transactions permission; creating or changing a schedule additionally requires the Sales Invoice permission.

Your recurring invoice schedules#

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

From the list you can:

• Run History — See every invoice this schedule has created, whether it succeeded, and a link to the resulting invoice.
• Edit — Adjust the invoice template or the schedule settings.
• Pause / Resume — Switch the schedule to Inactive without losing it, and back again.
• 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. Recurring mode differs in a few ways:

• There is no invoice number, invoice date, or due date to fill in — each run sets them automatically. The generated invoice gets the next number from your invoice sequence, its invoice date is the day it is created, and its due date follows from the schedule’s Due in (days).
• The Payments section is absent — 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.

Dynamic text with date variables#

The Description, line descriptions, Notes, and Internal Notes fields accept date variables that are filled in fresh at each run: {month}, {month-1}, {month+1}, and {year}. Type { in any of these fields to pick one from a list. Month names are written in the customer’s language.

For example, a line description of Retainer {month} {year} goes out as “Retainer July 2026” on the July run — your monthly invoices describe themselves without any editing.

Configuring the schedule#

The Recurring schedule section defines when invoices are created:

For weekly schedules, pick one or more days — Mon through Sun. For monthly schedules, pick one or more dates from 1 to 31, or Last for the last day of the month so it always falls on the final day regardless of the month’s length. The quick-select buttons 1st & 15th and Last Day make common setups easy. At least one day must be selected before the schedule can be saved.

Automatically emailing the invoice#

Check Send email when invoice is created to have neoo email the customer each time an invoice is generated, with the invoice attached as a PDF. The email goes to the address in the To field, or — when that is left empty — to the email address on the customer’s record.

If neither address is filled in, the invoice is still created but no email goes out — make sure an address is available before relying on automatic sending.

When you select the customer, the Message field fills in with their default invoice message in their language; edit it as needed. It supports message variables such as the customer name and invoice number. If you clear the field, a short built-in text is sent instead.

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 Run History on any schedule to see a log of past runs: