Recurring Invoices - Actions

In the "Customers - Recurring Invoices" section of AbaNinja, you have various actions available to make the management of your automatically recurring invoices simple and efficient. The following actions are available:

• Edit: Open the recurring invoice to change settings such as recipient, frequency, amounts, or content. This allows you to make adjustments at any time, as long as the invoice has not yet been triggered.
• Duplicate: Create an identical copy of the existing recurring invoice with one click. This is especially useful if you offer similar subscriptions or services for multiple customers.
• Show activities: View the history and all actions performed on this recurring invoice. This way, you always have an overview of when and by whom changes were made.
• Archive: Move a recurring invoice to the archive if it is no longer actively used, but still needs to be available as proof or for future reference.
• Delete: Permanently remove a recurring invoice if it has not yet been triggered and there are no further dependencies.

Benefits

With these actions, you can efficiently manage your recurring invoices and save time on billing for periodic services. You always have control over ongoing, planned, and completed processes. The ability to duplicate or archive templates increases flexibility and ensures seamless documentation.

Notes and Tips

• Recurring invoices can only be deleted if they have not yet been triggered and no invoices have been created from them. In all other cases, it is recommended to archive the template.
• Archived recurring invoices still count towards your document limit on your account. Therefore, regularly check if you really need to keep templates that you no longer need.
• Use the "Duplicate" function to quickly create new recurring invoices for similar subscriptions or service contracts.
• Use "Show activities" to always track what changes have been made to a template - helpful for inquiries or internal control.