Recurring Invoices

Recurring invoices in CloudOnex Business Suite allow you to automatically generate and send invoices at specified intervals. This feature is ideal for subscription-based services, retainers, or any regular billing needs.

Understanding Recurring Invoices

Overview

Recurring invoices automatically:

• Generate new invoices at set intervals
• Maintain consistent invoice numbering
• Send to customers automatically
• Track payment status
• Manage subscription billing

Creating Recurring Invoices

Basic Setup

1. Navigate to Sales → New Recurring Invoice
2. Fill in the standard invoice details:
   • Select customer
   • Add products/services
   • Set amounts
   • Add terms if needed

Recurring Settings

Configure recurrence options:

1. Repeat Every: Choose frequency

   • Daily
   • Weekly
   • Bi-weekly (2 Weeks)
   • Monthly
   • Quarterly (3 months)
   • Semi-annually (6 months)
   • Annually
   • Biennially (2 Years)
   • Triennially (3 Years)

2. Start Date: First invoice generation date

3. End Settings (Optional):

   • Never (continuous)
   • After specific number of invoices
   • Until specific date

Automation Setup

Configuring CRON Jobs

1. Go to Settings → Automation Settings
2. Set up CRON job using the provided command:

   * * * * * php /path/to/system/cron.php
   

Email Notifications

Configure automatic emails for:

• New invoice generation
• Payment reminders
• Payment receipts
• Late payment notices

Managing Recurring Invoices

Viewing Recurring Invoices

1. Navigate to Sales → Recurring Invoices
2. View list showing:
   • Customer name
   • Amount
   • Frequency
   • Next due date
   • Status