For the complete documentation index, see llms.txt. This page is also available as Markdown.

Billing automation

With Rechnungsabonnements you can bill recurring services fully automatically and even have the invoice delivered to your customers automatically by email if desired.

This video explains how to do it:

Configure invoice subscription

In the tab Billing automation of a job an invoice automation can be created. An invoice automation ensures that an existing source invoice - e.g. the monthly billing of a retainer - will henceforth be automatically created monthly from this template.

Optional: configure email delivery

A subscription can also be configured so that the automatically created invoice is sent directly to the customer.

List of all billing automations

In the menu item Finances > Billing automations all invoice subscriptions are listed across customers.

This list also shows if there was a problem with creation or billing, which subscriptions are currently paused or expired and when the next activity is scheduled.

Last updated

Was this helpful?