How to Configure Recurring Invoices

📂 Category: Invoices

In Buscoou PRO, you can set up recurring invoices that are automatically generated at specific intervals. This allows for better management of subscription-based or regularly invoiced services.

Step 1: Configure Recurring Invoice Settings

1. Navigate to Settings -> Cron Job.

2. Adjust the following settings:

   • Create a new invoice only if the main recurring invoice is paid?
     • If set to No, a new invoice will not be created if the previous invoice remains unpaid.
   • Hour of the day to perform automatic operations (24-hour format)
     • Define the specific hour when invoices should be re-created (e.g., 9 AM → 09, 3 PM → 15).
     • Example: If an invoice is scheduled for renewal on May 1st and the setting is 09, the invoice will be re-created on May 1st at 9 AM.

Step 2: Choose What Happens After an Invoice is Recreated

After a recurring invoice is generated, you can choose one of the following actions:

✅ Generate and Autosend the renewed invoice to the customer

📌 Note: The customer contacts must have email notifications enabled for invoices to receive the email.

✅ Generate an Unpaid Invoice
✅ Generate a Draft Invoice

Step 3: Create a Recurring Invoice

1. When adding/editing an invoice, select the option to set it as recurring.
2. Define the recurrence period:
   • Set the invoice to repeat every X months (e.g., 1-12 months).
   • Choose custom intervals if needed.

Step 4: How Recurrence Dates Are Calculated

• The renewal date is determined based on the original invoice date.

• Examples (date format: Y-m-d):

  Example 1:

  • Invoice Date: XXXX-08-17
  • Recurrence: Every 1 month
  • Next Invoice Date: XXXX-09-17

  Example 2:

  • Invoice Date: XXXX-03-01
  • Recurrence: Every 1 month
  • Next Invoice Date: XXXX-04-01

Step 5: Track Generated Invoices

• Once invoices are generated from a recurring invoice, they will be listed under the Child Invoices tab.

Step 6: Stop a Recurring Invoice

1. To stop a recurring invoice, edit the invoice and set the Recurring Invoice option to No.

📌 Important Notes:

• A cron job must be properly set up for recurring invoices to function.
• Draft recurring invoices will not be generated.
• If a recurring invoice is canceled, it will still be re-created unless you manually edit the invoice and set Recurring to No.

With these settings, Buscoou PRO helps automate recurring invoicing, ensuring seamless billing cycles.

📌 Keywords:

🇧🇷 Fatura recorrente, cobrança automática, faturamento mensal, repetição de fatura, cancelamento de fatura recorrente, gerenciamento de cobranças

🇵🇹 Faturação recorrente, cobrança automática, faturação mensal, repetição de fatura, cancelar faturação recorrente, gestão de cobranças

🇮🇹 Fattura ricorrente, fatturazione automatica, ciclo di fatturazione, ripetizione fattura, gestione pagamenti, disattivare fattura ricorrente

🇪🇸 Factura recurrente, cobro automático, facturación mensual, repetición de factura, cancelar factura recurrente, gestión de pagos