Recurring outgoing invoices

Where to find it

Outgoing invoices → open a Draft invoice → Recurrence settings

✅ Common tasks

Set up a recurring invoice

1. Create and finish the invoice, keeping it as a Draft

2. Choose how often it should repeat

3. Set the first scheduled date and time

4. Add an end date or a maximum number of occurrences (not both)

5. Choose whether to create a draft or send automatically each time

A start date in the past is moved to today — use a future date to delay the first run.

Choose draft or auto-send

1. Pick Draft if someone should review each invoice before sending

2. Pick Send if Cashfeed should send it automatically

3. Set the payment term as days after the issue date, with 0 meaning due immediately

If the first automatic run falls in the past when you save, Cashfeed sends it right away.

Fix a failed recurrence

1. Open the invoice linked to the failed recurrence

2. Check the error message and time

3. Choose Retry now to process the missed invoice immediately

4. Or choose Resume to skip it and continue with the next scheduled one

5. Extend the end date or occurrence limit first if none remain

🔗 See also

• Outgoing invoices

• Creating and editing an outgoing invoice

• Sending an outgoing invoice

• Outgoing invoice statuses, payments and the sending log

• Outgoing invoice defaults