# Recurring invoices (Wiederkehrende Rechnungen / subscriptions)

> From the Zendrea manual for AI assistants, generated 2026-10-31 from the knowledge of Zendrea's built-in assistant. All topics: https://www.zendrea.ch/llms.txt; all of them in one file: https://www.zendrea.ch/llms-full.txt. Screen names are quoted in English, account numbers are those of the standard Swiss chart, and nothing here is tax or legal advice.

For clients billed on a fixed rhythm (maintenance contracts, retainers, subscriptions), the invoice dialog has a **"Recurring invoice" checkbox** — in the new-invoice form AND when editing an existing invoice. Ticking it reveals the frequency (weekly … yearly) and the **"Next invoice"** date — the day the series' next invoice gets issued (not a payment deadline). It defaults to the **first day of the month one step after the invoice's issue month** (issued 01.10., monthly → 01.11. — the invoice being booked covers its own period; typical recurring invoices like rent and subscriptions bill in advance at period start) and is freely editable; when EDITING a recurring model invoice the field shows the series' computed next occurrence, and a hand-picked month-end date keeps the series on each month's last day (30.04. → 31.05.). A summary line confirms the rhythm and next date. Saving books the invoice as usual and stores the schedule with this invoice as its model; nothing is copied — client address, VAT and lines are re-resolved when each occurrence is booked. Unticking the box on the model invoice ends the series (already-booked invoices always stay). Copying an invoice never copies its recurrence.

There is NO automation: the app never books, numbers or sends anything by itself. When an occurrence comes due (14 days ahead), it appears as a **pending row** in a dashed box above the Invoices list — due date, client, description, amount — and as a "Book recurring invoice" item in the **deadlines panel** (bell icon in the header). Pending rows are derived live, not stored: they are visible in every fiscal period until handled. The row's **Book** button opens the normal invoice dialog prefilled from the model invoice with dates advanced and the invoice number auto-suggested; the user reviews, edits freely and books as usual — that checks off the deadline item (green ✓, kept about one cadence step). **Skip** (with confirmation) dismisses one occurrence without creating an invoice. Deleting a still-unbooked draft that was created from a pending row reopens that occurrence.

The Invoices list has a **repeat-icon column** marking every invoice in a series (the model and each booked occurrence). Schedules are also listed under the **Recurrences** button next to "New invoice" (visible once a schedule exists): pause (active toggle), set an end date, or delete a schedule — including one whose model invoice was later deleted. If the user books a recurring bill through the plain New-invoice or Copy path instead of the pending row, the books are fine but the pending row stays open — tell them to book via the pending row next time, or Skip the leftover occurrence.