Recurring invoices
Monthly invoices that make and send themselves
In Axzura, any invoice can repeat monthly: a copy is drafted on the last day of each month and emailed to the client at 9:00 the next morning, after a heads-up to you. Until it goes, you can check it, edit it, or press Don't send.
How it works
- 1Turn on Repeat monthlyOn any invoice, switch on Repeat monthly and pick the payment terms.
- 2Heads-up the evening beforeOn the last day of the month the next invoice is drafted, and you get an email saying it goes tomorrow at 9:00.
- 3It sendsAt 9:00 your time it's emailed to the client as a PDF in your brand. If anything fails, you're told and it stays a draft.
What you get
- One invoice per month, however often the scheduler runs
- Send by itself, or draft and wait for you
- Four invoice styles in your logo and colour
- Overdue invoices flagged, and polite reminders on the due date and a week later
Questions
- What if this month's invoice should be different?
- Open the draft before 9:00 and edit it, or press Don't send to keep it back. The schedule carries on next month either way.
- Which time zone is "9:00"?
- Your workspace's own time zone, including daylight-saving changes.
- Can I have invoices that don't repeat?
- Yes — repeating is a switch on each invoice. Ordinary invoices are sent when you press Send.