Work with recurring invoices list
This article covers how to sort and manage your recurring invoice list. To perform actions on an individual recurring invoice, refer to the corresponding article .
To view all recurring invoices, go to Billing > Recurring invoices from the left menu bar.
Note
The page is available to firm owners, admins, or team members with Manage invoices access rights .Work with the list
The Recurring invoices page lets you manage your recurring invoice list by sorting and customizing the table to find the invoices you need.
Two subtabs categorize the list:
- Active: All recurring invoices with the Active, Overdue, or Pending status.
- Inactive: All recurring invoices with the Draft, Deactivated, or Completed status.
Use the options below to get the most out of your recurring invoice list.
Sort recurring invoices list
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.
Customize columns
You can customize your recurring invoice list in various ways: resize, enable, disable, and move columns to your liking.
- Resize columns: Click and hold the divider between column names and resize it by moving your mouse.
- Choose which columns to display: Click the gear icon at the top right of the table.
Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Client and Name columns. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.
For a full list of available columns, see Recurring invoices list columns below.
Reference: Recurring invoices list columns
| Column | Description |
|---|---|
| Client | The client being invoiced. Click their name to go to their profile |
| Name | The name of the recurring invoice. Click it to edit |
| Status | The status of the recurring invoice. See Reference: Recurring invoice statuses |
| Payment | How the payment will be made: by card, bank debit, or any |
| Auth | The authorization type selected for the recurring invoice: manual or automatic |
| Amount | The amount of the scheduled invoice |
| Balance | The sum that remains to be paid by the client. Example: a recurring invoice for 12 payments of $1,000 each totals $12,000. After 1 payment, the balance will be $11,000, then $10,000, and so on |
| Next Payment | The date or time when the next invoice will be issued. Depends on the firm timezone |
| Expires | The date of the last scheduled invoice |
| Assignee | The team member responsible for the invoice |
Reference: Recurring invoice statuses
Statuses are color-coded tags that show you what state a recurring invoice is in.
| Status | Description |
|---|---|
| Active | The recurring invoice has been accepted, and invoices will be sent according to the schedule |
| Overdue | One or more invoices from the schedule has not been paid on time |
| Pending | 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 |
| Draft | The recurring invoice is saved as a draft and has not been sent to the client |
| Completed | The client has paid all of the scheduled invoices |
| Deactivated | The recurring invoice has been deactivated by the firm owner or team member. No scheduled invoices will be sent to the client |
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