Recurring invoice in Bitrix:

Bitrix CRM provides a feature of recurring invoices. To create recurring invoice follow the below points:

1. Create a normal invoice from Bitrix CRM by simply clicking on Add Invoice button under Invoice Tab of CRM.

1. Now, you need to go to the section  “Recurring Payments” and click on the checkbox “Make Recurring Invoice”. Then you’ll see recurring invoice configuration parameters.
2. First, you’ll see Repeat type. Repeat type includes particular day, week, month or year.
3. Every Repeat Type includes common fields Make recurring after, Repeat until and set payment due date.

1. You can set recurring invoice based on repeat fields and save the invoice.
2. Saved recurring invoices are actually creating templates under Invoices > Recurring.

The difference between Standard & Recurring Invoice is that invoices generated by recurring invoice template will appear under Created (Standard) section (together with other non-recurring invoices) when Recurring section will have only templates (for recurring invoices) listed.

How it works: when the time comes for the new invoice to be created – it will be automatically added based on the recurring invoice template parameters. All new invoices generated by the template will appear in Created Invoices – each with unique ID number, issue date & initial status, etc.

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Author Name: Diwakar Prabhu

If you would like to write to Diwakar Prabhu mail at [email protected].