Recurring Invoices List (Basic): View Balance & Statuses
How do you check whether your clients have accepted or paid the recurring invoices? How can you view the recurring invoice balance or status? Access all your invoices at once or just the invoices for a specific client from one single page.
Covered here:
The list of recurring invoices
To see the recurring invoices for all your accounts, go to Billing > Recurring invoices from the left menu bar.
To view invoices for one client, go to the client's account, then select the Recurring invoices subtab of the Invoices tab. The Invoices tab in the client’s profile is available to a firm owner, admin or any team member with the Manage invoices access rights.
On the Recurring invoices page, you’ll see these column headers:
- CLIENT: This is the client being invoiced; click their name to go to their profile.
- NAME: This is the name of the recurring invoice; click it to edit.
- STATUS: The status tags help you manage and organize your invoices. Statuses are described below.
- PAYMENT: How the payment will be made, by a card, bank debit or any.
- AUTH: The authorization type selected for the recurring invoice, manual or automatic.
- AMOUNT: This is the amount of the scheduled invoice.
- BALANCE: This is the sum that remains to be paid by the client. Example: Recurrent invoice is for 12 payments, each for $1,000, totaling $12,000. After 1 payment, the balance will be $11,000, then $10,000, and so on.
- NEXT PAYMENT: This is the date or time when the next invoice will be issued.
- EXPIRES: This is the date of the last scheduled invoice.
- ASSIGNEE: The team member responsible for the invoice.
On the Recurring invoices tab of the Invoices section, two subtabs categorize the recurring invoices:
- Active: All recurring invoices that have the Active, Overdue or Pending statuses.
- Inactive: All recurring invoices that have the Draft, Deactivated or Completed statuses.
Statuses for recurring invoices
Statuses are color-coded tags that show you what state a recurring invoice is in, such as Active or Pending.
Here's a table of all recurring invoices statuses:
The recurring invoice has been accepted, and invoices will be sent according to the schedule | |
One or more invoices from the schedule has not been paid on time | |
The recurring invoice has not yet been signed by the client; the first invoice will be sent when the client signs and accepts the recurring invoice | |
The recurring invoice is saved as a draft and has not been sent to the client | |
The client has paid all of the scheduled invoices | |
The recurring invoice has been deactivated by firm owner or team member. No scheduled invoices will be sent to the client. |
Sorting a list of recurring invoices
Sort invoices by client, name, amount, next payment, balance or expiration date. Click the up-down arrows next to the chosen column name to sort the list.