Sales and finance

Contracts and recurring invoices

For regular work such as a maintenance agreement, rent or a subscription, you do not write the invoice by hand every month. You set up the contract once; the periodic invoice is generated when its day comes.

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  • Weekly, monthly and yearly periods
  • The invoice stays a draft or is issued directly
  • Monthly recurring revenue figure
Contract list: customer, period, next invoice date, status and amount per period.

Setting up a contract

A contract is written with the item editor, like an invoice. You enter the start and end date, the billing frequency and the payment term. The frequency can also be set in multiples, such as “every 3 months”.

  • Statuses: draft, active, paused, ended
  • The next invoice date is shown on the contract
  • Contract PDF, email and customer portal
Contract details: items, period, next invoice date and the invoices generated.

Automatic recurring invoices

Every morning the software checks which contracts are due and generates the periodic invoice. On the contract you choose whether the invoice waits as a draft or is issued directly. If needed, “Invoice now” generates it without waiting.

  • Generated invoices are listed under the contract
  • A paused contract does not generate invoices
  • After the end date the contract ends by itself

Tracking recurring revenue

The total of the active contracts, converted to a monthly amount, shows your recurring revenue. The invoice dates of the contracts appear in the calendar as a separate layer.

  • Monthly recurring revenue figure
  • Contract layer in the calendar
  • Contracts and invoices on the customer record

Frequently asked questions

Is the invoice sent to the customer automatically?

The invoice is generated automatically; you start the step of sending it by email yourself.

What happens if the contract amount changes?

You update the items of the contract; the next periodic invoice is generated with the new amount. Invoices that have already been issued do not change.

Which plan includes it?

Contracts and recurring invoices are available from plan M.

Related features

Invoices and payments

Issuing invoices, partial payments, due date tracking, receivables ageing and receipts.

Learn more

CRM

Customer records, contacts, activity history, sales stages and quote tracking.

Learn more

Reports

Sales, expenses and profit, receivables ageing, quote pipeline, product and customer reports.

Learn more

Try it with your own data

All modules are open for 14 days. No card details are requested and nothing needs to be installed.

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14 days free, no card required