Outgoing invoices → open a draft invoice
Open a draft outgoing invoice.
Choose the recurring invoice option on the draft.
Set the frequency and the first scheduled run.
Choose when the recurrence should end: by date or after a number of occurrences.
Set the action to create drafts for manual sending, or send automatically.
Set the payment term as days after the scheduled issue date until due.
Recurrence can only be configured on draft invoices.
Open the draft invoice with the existing recurrence.
Change the frequency, start date, end date, occurrences limit, action, or due date days.
Save the changes to replace the current schedule.
If you set a start date in the past, Cashfeed uses today instead.
If the schedule would have no future runs, adjust the dates or limit and save again.
You can use either an end date or an occurrences limit, not both.
Open the recurring draft invoice.
Remove the recurrence from the draft.
Save the invoice without a schedule.
If the invoice is no longer a draft, first return it to draft before removing recurrence.
Removing recurrence is only available while the invoice is still a draft.
Open the invoice linked to the failed recurrence.
Choose whether to resume from the next scheduled run, or retry immediately.
Save the reactivation.
If there are no future occurrences left, extend the schedule first.
After reactivation, the recurrence becomes active again and previous error details are cleared.
Resume skips the missed run; retry now processes the current draft immediately.
Make sure the invoice is a draft.
Open the draft invoice, not a sent invoice.
Contact Cashfeed support if the draft still cannot be saved with recurrence.
Use only one ending rule: end date or occurrences limit.
Remove the other field and save again.
Check that the schedule still has at least one future run.
Move the start date forward.
Extend the end date.
Increase the occurrences limit.
Contact Cashfeed support if the schedule still cannot produce a future run.
Confirm the invoice is still a draft.
Remove the recurrence from the draft invoice itself.
Return the invoice to draft before trying again if it was sent.
Open the failed recurrence and reactivate it.
Choose Resume to skip the missed run, or Retry now to process immediately.
Extend the schedule if no future occurrences remain.
