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
• Customizing your list of recurring invoices
• Statuses for recurring invoices
• Sorting a list of recurring invoices

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 Billing > Recurring invoices page, 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.

Customizing your list of recurring invoices

You can customize your list of recurring invoices in different ways. You can resize, enable, disable and move columns to your liking.

You can customize the size of each column. To do so, click and hold the divider between column names and resize it by moving your mouse.

To set up the columns you want displayed in the recurring invoice list, click the gear icon at the top right of the table.

Here, you can select the columns you want to be displayed. 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 new columns.

Clicking  Reset will display all columns.

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.