💡 Tip: Your recurring invoices can also be pushed straight to Xero or QuickBooks, keeping everything in sync 💷✨
Creating a recurring invoice
Creating a recurring invoice
To create a recurring invoice, click ‘Invoice’ from the Quick Create menu and select the ‘Recurring’ option.
1. Set up the recurring schedule
Select the customer.
Choose how you’d like the customer to pay:
On Demand – Card, Google Pay, Apple Pay, or Pay by Bank
Auto Collect – Direct Debit
Add line items.
These can be preconfigured in Settings → Product Catalogue
(https://console.adfin.com/settings/product-catalogue)
Set up the recurring schedule:
Choose how often it should repeat (e.g., weekly, bi-weekly, monthly, or yearly).
Define the start and end dates.
Set the Pay by date, i.e., how many days after the recurring invoice is created payment is due.
Select delivery settings:
Choose whether the recurring invoice should be sent automatically or saved as a draft.
If saved as a draft, you’ll need to manually send the invoice each time.
Click 'Next step'.
2.Manage delivery and reminders
Choose the workflow:
If you selected Auto Collect, the workflow will be locked.
If you selected On Demand, you can specify one of your On Demand workflows configured in Settings > Workflows.
Click 'Active recurrant schedule'
Editing or cancel a recurring invoice
Editing or cancel a recurring invoice
To edit or cancel a recurring invoice:
Go to the ‘Manage customers’ view.
Select the customer in question.
In the side drawer, open the ‘Schedules’ tab.
Click on the schedule number you wish to modify.
You’ll then see options to Edit or Cancel the schedule.
When editing, you can amend the invoice line items or adjust the recurring schedule itself.
💡 Tip: When creating either a one-off or recurring invoice, select ‘Advanced Line Item Options’ to choose whether amounts are:
Exclusive of Tax
Inclusive of Tax
No VAT
