Set up recurring invoices

With a recurring invoice you bill a customer on a schedule, for example every month for a retainer or every week for a delivery. You create the invoice once, and Norman issues the following invoices. Recurring invoices are part of the paid plans.

Create a series

1. Open Invoices and create a new invoice as usual: client, lines, payment terms, bank details or online payment.
2. In the editor, switch on Repeat invoice.
3. Under Repeat, choose the rhythm: Weekly, Monthly or Custom. With Custom you set: Repeat every 2, 3 or more weeks or months.
4. Under Ends, set when the series stops: On a date or After a number of invoices.
5. Save the invoice. This first invoice is the template for the series.

If you choose Save and send invoice when you create it, Norman also sends every following invoice of the series to your customer by e-mail. If you only save, Norman creates the invoices and you send them yourself.

What Norman does then

• On each date Norman creates a new invoice with its own invoice number. The invoice date is the scheduled date, the due date follows from your payment terms.
• Lines, prices, texts and payment details come from the first invoice. Later changes to products in the catalog do not change the series.
• If online payment is active, every invoice gets its own payment link.
• The agent Recurring invoices under Automations shows you that the series is running.

View the series

Open an invoice of the series. In the Recurring section you see the rhythm, the date of the Next invoice and the status: In progress, Finished or Cancelled.

Change a series

You cannot edit a schedule. If you edit a single invoice of the series, that does not change the future invoices.

For new prices, other lines or another rhythm:

1. Open an invoice of the series and click Cancel recurring series. All future invoices are dropped. Invoices already created or sent remain.
2. Create a new invoice with the new schedule.

Tips

• Use the variables in the e-mail text, for example for the invoice number, the amount and the due date. Norman fills them in for every invoice.
• Check the customer's e-mail address before the series starts.
• Automatic payment reminders also apply to invoices from a series.
• In the iPhone and Android app you see your series under Invoices.

Related articles

• Products & Services: your catalog of reusable invoice positions
• Invoice template settings
• Invoice status, payments, cancellation and corrections