Recurring invoicing

4 questions

What is recurring invoicing?

Recurring invoicing lets you automatically generate invoices at regular intervals for your contracts and subscriptions. You set up the rule once (client, amount, frequency, start date) and Ledgerly creates the invoices automatically, without any action on your part.

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How do I create a recurring invoicing rule?

Go to the Recurring invoicing menu then New rule. Select the client, the frequency (monthly, quarterly or annually), the start date and add your line items. You can set an end date or leave the rule active indefinitely. Each generated invoice receives an automatic sequential number.

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How do I temporarily pause a recurring invoicing rule?

From the recurring rules list, click Pause next to the rule. The rule moves to Paused status and no invoices are generated during the pause. You can reactivate it at any time — Ledgerly resumes the cycle from the next calculated due date.

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How do I permanently stop a recurring invoicing rule?

From the list, click Stop and confirm. The rule moves to Ended status and no further invoices are generated. Invoices already created are kept and remain accessible. If you only want to pause temporarily, use Pause instead.

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