How to Create Recurring Invoices in Big Red Cloud

Overview

Recurring Invoicing allows you to create invoice templates that can be generated at regular intervals, making it ideal for customers who are billed on a recurring basis. You can configure the frequency, start date, and optional end date for each recurring invoice.

NOTE: These Invoices still need to be generated by you, they will not generate automatically.

Creating a Recurring Invoice

1. Open your company in Big Red Cloud.
2. Navigate to Books.
3. Select Recurring Invoicing.
4. Click Add to create a new recurring invoice.

When creating a recurring invoice, complete the required fields:

5. Add the invoice line items by clicking Add in the detail section.
6. Enter the quantities, prices, and VAT information as required.
7. Click Save.

Generating Recurring Invoices

Creating a recurring invoice does not automatically create sales invoices. When invoices become due, they must be generated from the Recurring Invoicing screen.

1. Navigate to Books > Recurring Invoicing.
2. Review the recurring invoices that are due for generation.
3. Click Action at the bottom of the screen.
4. Select Generate Invoices.

The system will generate all recurring invoices that are due based on their configured frequency and next invoice date.

Example

If you create a recurring invoice with:

• Next Invoice Date: 17/07/2026
• Recurring Day: 17
• Frequency: Monthly

The invoice will become due on the 17th of each month. On or after this date, navigate to Books > Recurring Invoicing and select Action > Generate Invoices to create the invoice.

Important Notes

• Recurring invoices can be configured for various frequencies including Weekly, Bi-Weekly, 4 Weekly, Monthly, and other available options.
• The Finish Date is optional. Leave it blank if the recurring invoice should continue indefinitely.
• Invoices are only created when Generate Invoices is selected.
• It is recommended to regularly review the Recurring Invoicing section and generate any invoices that are due.
• Only recurring invoices marked as Active will be available for generation.