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The recurring invoices feature allows you to automate the creation and sending of invoices at regular intervals. To efficiently set up and manage your recurring invoices, please follow the steps outlined below.

Accessing recurring invoices

1. Log in to your Xolo account.
2. In the left menu, select 'Income'.
3. At the top of the page, navigate to the 'Recurring invoices' tab.

Creating a recurring invoice

1. Click on the 'New recurring invoice' button.
2. From the 'Source' dropdown list, you can select only past sales invoices that have been sent out from the Xolo self-service. The selected invoice will be used as a template to copy the details for the new recurring invoice.
3. Next, fill in the necessary details:
• Frequency: Enter how often the invoice should be created (e.g., every 1).
• Period: Choose the interval type: Week(s) or Month(s).
• Start Date: Set the first date when the recurring invoices should start.
• End Date (optional): Define when the recurring invoices should stop.
4. Choose an 'Action' for how the invoice will be handled:
• 'Create an invoice and send it to both me and my customer' – The system will automatically generate and send the invoice to your customer, as well as send you a copy for your records.
• 'Create an invoice and send it to my customer' – The system will automatically generate and send the invoice to your customer at the specified time interval.
• 'Create an invoice' – The system will generate an invoice based on the chosen interval, but you will need to send it to the customer manually.
5. Review your settings and confirm the details.
6. Click 'Apply' to activate the recurring invoice.

How do recurring invoices work?

• The system will automatically generate and send invoices based on your chosen frequency.
• Invoices will be created on the due date at 15:00.
• You can edit or cancel a recurring invoice anytime by navigating to the 'Recurring Invoices' tab.