Recurring Invoices

Recurring Invoices

What It Is

The Recurring Invoices page is Vektori’s management view for recurring billing. On this page, you can see all recurring invoices saved in the system and manage them centrally. Recurring invoicing is suitable for situations where the same customer is regularly invoiced for the same service or product — for example, monthly services or annual contracts.

Getting Started

The Recurring Invoices page can be found in the left-hand navigation menu under the Recurring Invoices section within Billing.

What You Can Do on This Page

Browse Recurring Invoices

Recurring invoices are displayed in a table, with each invoice on its own row. The table columns are:

• ID — the identifier of the recurring invoice
• Subject — the name or description of the invoice
• Customer — the customer being invoiced
• Name 2 — an optional additional name or contact person
• Start Date — when the recurring invoice begins
• End Date — when the recurring invoice ends
• Last Invoice — when the most recent invoice was created
• Next Invoice — when the next invoice will be created automatically
• Amount — the amount of the invoice
• Billing Period Length — how often the invoice is created, e.g. 1 month
• Status — the status of the invoice, e.g. Active
• Created — when the invoice was created

View Summary

Below the table, there is a summary card Amount (excluding VAT) which shows the total amount of all visible recurring invoices. By using filters, you can get a summary for example of invoices for a specific customer or time period.

Create a New Recurring Invoice

In the top right corner, there are two buttons for creating new invoices:

• + Add — opens the form to create a new recurring invoice
• Create Invoice — creates an invoice directly from an existing recurring invoice

Recurring Invoice Specific Actions

At the left edge of each row, there is an action button which opens a menu with the following options:

• Show — opens the details of the recurring invoice
• Edit — opens the edit view
• Delete — deletes the recurring invoice

Filter Recurring Invoices

At the top of the page, there is a filter panel where you can narrow down the displayed invoices based on the following information:

• Subject — search by subject
• Customer Name — search by customer name
• Customer Number — search by customer number
• Product Name or Product Code — search invoices containing a specific product
• Status — filter by status
• Seller — filter invoices by a specific seller
• Start Date — filter by date range with start and end dates
• Show per page — select the number of rows to display at once

Click Filter to apply the filters or Clear to reset the selections.

Edit Column Visibility

From the hamburger menu at the top left of the table, you can select which columns are shown. Available columns include: ID, subject, customer, name 2, customer ID, start date, end date, last invoice, next invoice, amount, billing period type, billing period length, status, created and updated.

Tips and Notes

• Recurring invoicing saves significant time in repeated billing — the system creates invoices automatically according to the defined schedule, so you don’t have to create each invoice separately.
• The Next Invoice column shows when the next invoice will be created automatically — keep an eye on this column to know the billing schedule.
• The Status column shows at a glance whether the invoice is active or not — terminate recurring invoices in good time when the contract or service ends.
• The Create Invoice button is useful if you want to create an invoice from a recurring invoice outside the schedule, for example in advance or if an additional billing cycle is needed.