Managing Recurring Invoices

  • MypcorpMypcorp

Recurring invoices help you automate billing for clients who receive regular services. This article walks you through how to set one up, what to expect, and how to manage changes along the way.

When to Use a Recurring Invoice

Use a recurring invoice when:

  • You provide services on an ongoing basis (e.g. monthly, fortnightly).

  • The service details (amount, frequency) usually stay the same.

  • You want the system to automatically generate future invoices.

Typically, SIL providers use recurring invoices.

How to Create a Recurring Invoice

Start a New Invoice

  • Go to Create Invoice and fill out the basic details:

  • Client – Select from the client list.

  • Invoice # – Auto-filled or enter manually.

Set Recurrence

  • Choose Recurring.

  • Select how often the invoice should repeat: Daily, Weekly, Fortnightly, Monthly, or Yearly.

Enter Dates

  • Service start/end date – These dates reflect the service period you're invoicing for (e.g. 1 June to 30 June).

  • Recurrence start date – This is when the next recurring invoice will be created (e.g. 1 July).

  • Recurrence end date – Optional. Leave blank if the invoice should repeat indefinitely.

Note: The first invoice is not considered part of the recurrence. The system will start recurring from the recurrence start date.

Add Line Items

  • Select a Price Book and Product.

  • Enter Quantity, Price, Service Dates (if different).

  • The system will calculate the Total.

Complete and Save

  • Choose the Invoice Template, Due Date, and Entity/Brand, then save.

Managing Recurring Invoices

If You Need to Change the Details

Wait until the next recurring invoice is created. Then:

  • Edit the new invoice (e.g. price, service details).

  • The updated details will apply to all future invoices in the series.

If You Only Want a One-Off Change

  • Manually create a new invoice for that period.

  • Delete the specific recurring instance.This won’t cancel the entire series—just that invoice.

Reporting on Recurring Invoices

You can view and manage recurring invoices using the Recurring Invoices Report. This shows:

  • Client name

  • Frequency and status

  • Next scheduled invoice date

  • Total amounts

How to Stop a Recurring Invoice

If you need to stop future recurring invoices from generating, you’ll need to mark the invoice as Non-recurring. This won’t delete past invoices but will prevent new ones being created.

Stop Recurrence from a Single Invoice

If you’ve already created an invoice and want to stop it from recurring:

  • Open the invoice.

  • Select Non-recurring under the “Invoice recurrence” field.

  • Save the invoice.

This will stop all future invoices in that series from being generated.

If you’re unsure which invoices are still set to recur, follow the steps below to find and stop them:

Filter for Recurring Invoices

  • Go to GENIUS (top left icon).

  • Scroll to the Invoices panel.

  • Select the Filter icon (funnel).

Set Filter Criteria

  • Choose the Client.

  • Adjust the date range to include future dates (recommended).

  • Set Recurring to Active.

  • Click Search.

Edit the Invoice

  • Find the relevant invoice and click the Pencil icon to edit.

  • Change Invoice Recurrence to Non-recurring.

  • Save your changes.

If the invoice is no longer needed, you can delete it after saving.

What If You See: “New Recurring Invoice has already been created”?

This message means the next invoice in the recurring series has already been generated.

To fix:

  • Use the same filter steps above to find the newly created recurring invoice.

  • Open it, change it to Non-recurring, and Save.

FAQ

Does the first invoice trigger the recurrence?

No. The first invoice is standalone. The recurrence starts from the Recurrence Start Date.

Can I pause a recurring invoice?

Not directly. You can delete the upcoming invoice and recreate it later if needed.

What happens if I change the amount on a recurring invoice?

Once edited, that amount will apply to all future invoices unless you create a separate manual invoice for a one-off change.

Can I delete just one invoice in the series?

Yes. Deleting a single recurring invoice only removes that one—future invoices will still generate as scheduled.

What if I get the message: “New Recurring Invoice has already been created”?

That means the next invoice in the series has already been generated.Use the filter steps above to locate it.Then open that invoice, select Non-recurring, and Save.