Recurring Invoices

Section: Sales & Billing
URL: /admin/invoices/recurring
Page title: (2) Facturi recurente

Overview

Recurring invoices automate the issuance of invoices on a defined schedule (weekly, monthly, etc.) for retainer or subscription billing.

Business value

Automates the issuance of invoices on a defined schedule (monthly retainer, quarterly subscription, annual maintenance) so revenue keeps flowing without anyone having to remember.

• Who uses it: Finance / AR, customer success, sales operations
• Key benefit: Eliminates manual recurring billing — saves hours per month and prevents missed invoices = lost revenue.
• Metrics it influences: Recurring revenue, billing automation rate, missed-invoice incidents

Typical use cases:

• Bill a SaaS subscription on the 1st of every month, automatically
• Auto-bill a maintenance contract quarterly
• Send the invoice + payment link without finance lifting a finger

At a glance

Accessing this module

From the admin sidebar, navigate to Recurring Invoices, or open the URL directly:

/admin/invoices/recurring

List view

The list view shows existing recurring invoices records. Use it to search, filter, sort, and bulk-act on items.

Create / edit form

Open the create form to add a new recurring invoices record. Editing an existing record uses the same form pre-populated with current values.

Common actions

1. View existing records — open Recurring Invoices from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/invoices/recurring