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Introduction - Recurring Invoices

A recurring invoice is a template plus a schedule.

Setting up a recurring profile, and what it generates each cycle.

SorviAI Finance raises a real invoice from it on every cycle, so retainers, subscriptions and rent bill themselves. The profile is not an invoice and never appears in your books; only what it generates does.

The Recurring Invoices screen. A table lists profiles with columns for Profile Name, Customer, Amount, Frequency, Status, Next Invoice, Generated and Created At. Frequencies read Every Week and Every Month, and every status badge reads Active.
Profiles, not invoices. Next Invoice is the date the next real invoice will be raised.

Profile against generated invoice

This distinction causes most of the confusion in this module, so it is worth being precise about.

The profile

What you set up once

  • YesHolds the customer, lines and schedule
  • YesEditable at any time
  • NoPosts nothing to your books, ever
  • NoDoes not appear in Reports

The generated invoice

What it produces each cycle

  • YesA normal invoice with its own number
  • YesPosts to your books like any other
  • YesCan be edited, voided or credited individually
  • NoEditing it does not change future cycles

When a profile is the right answer

Use one when the same customer is billed the same thing on a predictable rhythm. Duplicate an invoice instead when the amount or the lines change every time, because a profile you edit every month is a profile that is costing you time rather than saving it.

Good fitstable
Monthly retainers, annual licences, rent, support contracts, anything with a fixed fee.
Poor fitvariable
Usage-based billing, time and materials, anything where the lines are rewritten each cycle.
Wrong toolone-off
A charge that repeats twice. Duplicate the invoice and move on.

What generation does

  1. Cycle date arrivesPer the schedule
  2. Invoice generatedDraft, or sent automatically
  3. Profile advancesNext cycle date set
  4. Invoice behaves normallyAges, is paid, can be credited

Generation follows the calendar, not working days. A monthly profile starting on the 31st generates on the last day of shorter months rather than skipping them.

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