Recurring Invoices
Bill a customer automatically on a daily, weekly, monthly, yearly, or custom schedule.
A recurring invoice turns one template into a schedule. Qyri generates a real invoice from it every cycle, so you stop re-sending the same document by hand.
Navigate to Sales → Recurring Invoices.
Recurring Invoices is in beta. It is fully available in every workspace, but the interface is still being worked on.
Creating a Schedule
Which company to bill, the payment terms, and the time zone the schedule runs in. The time zone matters — a schedule that should run at midnight where your customer is will drift if it is set to yours.
Pick one of:
- Daily
- Weekly
- Monthly
- Yearly
- Custom — build your own pattern from an interval and unit (days, weeks, months, years), optionally restricted to particular days of the week, days of the month, or days of the year
A start date, and then how the schedule stops: Never, After a set number of occurrences, or On a given date.
Title, subheading, footer, terms and conditions, and the line items to bill each cycle.
Choose what happens to each generated invoice. See below — this is the setting that decides whether customers are emailed automatically.
Optionally pick the days before the due date that each generated invoice should be chased on. See Reminders on Recurring Invoices below.
Generation Modes
This is the most consequential setting on the schedule.
| Mode | What Qyri does with each generated invoice |
|---|---|
| Draft only | Creates the invoice and stops. You send it yourself. |
| Approved only (default) | Creates and approves the invoice, but does not email it. |
| Auto-send | Emails the customer automatically. |
| Auto-send + post | Emails the customer and writes the entry to your ledger. |
Only Auto-send + post puts recurring revenue into your books without you. In every other mode the generated invoice is waiting for you to send it, and an unsent invoice is a draft with no ledger effect.
Schedule Statuses
| Status | Meaning |
|---|---|
| Active | Running. The next invoice date is shown. |
| Paused | Suspended. No invoices generate until you resume it. |
| Draft | Not yet started. |
| Sent | A sent invoice came from this schedule. |
| Cancelled | Stopped permanently. |
Managing a Schedule
From a schedule you can pause it (stops generating without losing the definition), resume it, edit the template and timing, cancel it permanently, or delete it outright. Past invoices stay on the invoice list either way — cancelling a schedule does not remove the invoices it already produced.
Reminders on Recurring Invoices
A schedule can carry payment reminders. Set them once under Automatic reminders when creating or editing the schedule, choosing the offsets you want relative to the due date — on the due date, or 1, 2, 5, 7, 14 or 30 days before.
Every invoice the schedule generates then gets a reminder at each of those offsets, so you do not repeat the setup each cycle. The schedule's detail page shows which offsets are in force.
Reminders on generated invoices are ordinary reminders: they appear on the invoice, are cancelled automatically if the invoice is paid, and can be moved, retried or cancelled by hand like any other. A reminder whose date has already passed when the invoice generates is not scheduled, because there would be nothing to send.
This is the one reminder path that is fully automatic end to end — on a one-off invoice you schedule reminders by hand for the dates you pick.