Managing Recurring Invoices

List View

Access your recurring invoices from Recurring Invoices → List in the sidebar.

The list displays all recurring invoices with the following columns:

Column	Description
Name	The recurring invoice name
Customer	Assigned customer name
Frequency	How often invoices are generated
Next Run	When the next invoice will be generated (shown for Active only)
Total Runs	Number of invoices generated so far
Status	Current lifecycle status
Actions	Context menu with available operations

Click any row to open the detail page.

Search

Use the search bar to find recurring invoices by name or customer name. Search is case-insensitive with a 300ms debounce.

Filters

Filter the list using the dropdowns:

Status: All Statuses, Active, Paused, Completed, Cancelled
Frequency: All Frequencies, Weekly, Biweekly, Monthly, Quarterly, Semi-annually, Annually

Active filters appear as chips below the filter bar with individual clear buttons and a "Clear all" option.

Sort & Display

Open the Sort & Display popover to configure:

Option	Choices
Sort By	Name, Next Run, Total Runs, Status, Created Date
Sort Order	Ascending, Descending
Results Per Page	5, 10, 25, 50

On mobile, all filters collapse into a bottom sheet triggered by the "Filters & Sort" button.

Detail Page

Click a recurring invoice to view its full details.

The detail page has two columns:

Main Content (Left)

Schedule Card: Next run date (highlighted), frequency, start/end dates, time, timezone, repeat pattern badges, run stats, and auto-send toggle.
Run History: Paginated table of all runs with columns for scheduled time, status, generated invoice link, email sent, and error details.
Invoice Items: Product table with subtotal, shipping, discount, tax, and total.

Customer: Name and email
Assigned Employee: Name and employee ID (if assigned)
Invoice Settings: Currency, template, language, tax, discount, shipping
Terms & Messages: Payment terms and end message (if set)
Details: Created date and last run timestamp

Pausing and Resuming

Pause

To temporarily stop a recurring invoice from generating invoices:

From the list view: Click the three-dot menu on an Active recurring invoice → Pause
From the detail page: Click the Pause button in the header

The status changes to Paused and no further invoices are generated until resumed.

Resume

To reactivate a paused recurring invoice:

From the list view: Click the three-dot menu on a Paused recurring invoice → Resume
From the detail page: Click the Resume button in the header

The status changes back to Active. If the next scheduled run was in the past, it is automatically advanced to the next valid future time.

Only Active invoices can be paused, and only Paused invoices can be resumed. Completed and Cancelled invoices cannot be reactivated.

You can update any field on a recurring invoice that is in Active or Paused status. Changes to schedule parameters (frequency, anchor days, time, timezone) automatically recalculate the next run date.

Recurring invoices in Completed or Cancelled status cannot be edited.

Deleting Recurring Invoices

To delete a recurring invoice:

From the list view: Click the three-dot menu → Delete
From the detail page: Click the Delete button

A confirmation dialog appears before deletion. Deleting a recurring invoice permanently removes it along with all run history. Previously generated invoices are not affected.

Run History

Each time a recurring invoice executes, a run record is created with one of three statuses:

Status	Badge Color	Description
Success	Green	Invoice was generated successfully. Links to the generated invoice.
Failed	Red	An error occurred. Check the error message for details.
Skipped	Amber	The run was skipped due to a schedule conflict or validation issue.

Run history is available on the detail page and shows:

Scheduled For: When the run was supposed to execute
Status: Success, Failed, or Skipped
Invoice: Link to the generated invoice (Success runs only)
Email Sent: Whether the invoice was emailed
Error: Error message (Failed runs only)

Statistics

The recurring invoices list page shows summary statistics at the top:

Stat	Description
Active	Number of currently active recurring invoices
Paused	Number of paused recurring invoices
Completed	Number of completed recurring invoices
Runs This Month	Total runs executed in the current month

Creating Recurring Invoices — Set up new automated billing
Recurring Invoices Overview — Feature overview and lifecycle
Invoice List — Managing one-time invoices