Writing invoices·DE
Recurring invoices (subscriptions)
Turn an invoice into a subscription - automatic drafts on your chosen interval, a service period that moves along, placeholders, and a service-type tag.
The principle
A subscription is a template with a schedule: on the chosen interval, Accountix automatically creates a new draft with the same line items. Nothing leaves unchecked - you send each draft as usual (or let an automation handle the sending too).
Set up in a minute
- Write the first invoice normally, for example "Maintenance fee May 2026" for EUR 490.
- Action menu → "Make recurring": interval (monthly to yearly), payment terms, first run, and optionally an end date.
- Done. The Recurring invoices overview lists all subscriptions with next run, counter, and status.
What happens on each run
- The invoice number comes fresh from the company's number series.
- The service period of the line items moves forward by the interval ("01.05. - 31.05." becomes "01.06. - 30.06.").
- Placeholders in the subject are substituted:
{month}→ month name,{year}→ year. "Maintenance fee {month} {year}" becomes "Maintenance fee June 2026". - The subscription's service type (tag) is assigned to the invoice automatically - keeping the Tag × Period matrix complete.
Changing prices and taxes
When price, positions, or tax rate change, edit the subscription - all future runs use the new values. Already-created drafts stay untouched. "Create now" generates a draft immediately, outside the schedule (for example after a pause).
Pausing and ending
- Pausing stops generation but keeps the schedule and counter.
- An end date finishes the subscription automatically after the last run.
- Duplicate copies a subscription (paused) - handy for the next customer with the same service package.
A practical tip
The link to the matrix is what makes subscriptions controllable: every subscription row should show exactly one tile per interval. An amber gap means "check the run"; two tiles mean "generated twice, or a manual invoice slipped in".