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How to create and manage recurring invoices?

Create recurring invoices

Updated over 3 months ago

You can create recurring invoices in our Get Paid product.

1. Go to the Get Paid page.

2. Click Recurring in the top right corner.

3. Click Add Recurring Invoice.

From there, select the contact, amount, net terms, and frequency of the invoices, and Tola will do the rest.

All future invoices will appear as Upcoming, and invoices will be created and sent to the recipient on their issue date.

You can click on any created recurring invoice to view the invoice schedule, including created, sent, and paid invoices, as well as to cancel the recurring invoice.

If you want to edit an existing recurring invoice, you will need to first cancel it and then create a new recurring invoice with the updated information.

Best Use Case

Recurring invoices are ideal for managing subscriptions and handling invoices on a monthly, yearly, or weekly basis.

Key Advantages

  1. After setting up a recurring invoice, future invoices are automatically generated and sent to your customer on the issue date, ensuring timely delivery.

  2. Customers can pay via Tola and enable auto payments, guaranteeing that future invoices are automatically paid on time.

Cancel Recurring Invoices

To cancel recurring invoices, follow these steps:

1. Go to the Get Paid page.

2. Click Recurring in the top right corner.

3. Select the recurring invoice event.

4. Click "..." in the top right corner and choose Delete.

Canceling a recurring invoice event will stop any future invoices from being created and sent. Any invoices that have already been sent will remain active, unpaid, and payable.

To cancel an already sent invoice:

1. Select the invoice

2. Click "..." in the top right corner and choose Delete.

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