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How to create a recurring invoice?

Here’s a step-by-step guide to create recurring invoices:

1) Go to the "Acounting" module by clicking on its icon in the main dashboard or using the application menu.


2) Inside the Accounting module, go to the "Customers" menu and then select "Invoices."


3) Open the relevant invoice for those you wish to create a recurring invoice.

Click and view the Invoice.

4) In Invoice, go to the "Action" menu and then select "Recurring invoice."

5) Open and view the Recurring invoice dialog.

The screenshots shared appear to display the Recurring Invoice functionality in Metro, particularly its setup and review screens. Here’s a detailed breakdown based on Metro's features:

Recurring Invoice Setup Screen

  • Name:
    This is the unique invoice number assigned to this recurring invoice.

  • Partner:
    The partner for whom this recurring invoice is set up is partners in Metro refer to customers or vendors.

  • Recurring Data Section:

    • Start Date:
      Specifies when the recurring invoice begins. Here, the date with timestamp.
    • Number of Calls for Recurring:
      This indicates how many invoices will be generated during the recurring period. It is set to 1, meaning the invoice will only recur once.
    • Interval Type:
      Defines the frequency of the recurrence. In this case, it is set to Days, meaning the recurrence is daily. We have three option Days, Weeks and Months.
    • Recurring Interval:
      It indicates the interval of recurrence. Here, it is set to 1, so the recurrence happens every day (based on the interval type).

  • Action Button:
    The button at the bottom, Confirm Recurring Process, is used to activate and confirm the recurring setup.

6) In Invoice, go to the "Customers" menu and then select "Recurring invoice."


7) View the recurring invoice dashboard.

Click and view the Recurring Invoice.

Recurring Information Recap:

  • Start Date: The date with timestamp.
  • Number of Calls: 1
  • Interval Type: Days
  • Recurring Interval: 1


Recurring Invoice Review Screen

  • Name and User:
    The recurring invoice name is displayed as a number (Like: INV/2024/0119). The user who created or is associated with this setup is user.

  • Partner and Company: Both data are displayed.

  • Tabs Overview:

    • Recurring Data:
      Displays the setup details, such as start date, number of recurring calls, interval type, and recurring interval.
    • Scheduled Recurring Invoice:
      Typically shows a schedule of when the invoices will be generated.

    • Generated Invoices Details:
      After confirming the recurring process, this tab will list all the invoices that have been generated as part of this recurring setup.

This feature is used when an invoice needs to be automatically generated on a recurring basis. The settings in the screenshots specify that only one invoice will be generated daily, weekly, and monthly starting from the given start date.

Recurring Invoice List Overview


This view summarizes all recurring invoices in the system, showing important fields such as invoice number, partner, interval type, state, and company. Here are the key columns:

  1. Name:
    The unique identifier for each recurring invoice. Examples include INV/2024/0103, INV/2024/0119, etc.
  2. Partner:
    Refers to the customer or vendor associated with the recurring invoice. Examples include: Brevo India Pvt Ltd.
  3. Interval Type:
    Specifies the frequency of the recurring invoice. In this case, all invoices are set with the interval type Days, meaning they recur daily.
  4. State:
  5. Recurring Interval:
    Defines the number of days between each recurrence. All entries here have a value of 1, meaning the invoices are generated daily.
  6. Recurring Number of Calls:
    Displays the total number of invoices scheduled to be generated during the recurring period. For example: 2, 5, 10, etc., depending on the specific setup.
  7. Company:
    Indicates the company managing the recurring invoice.

8) Inside the Accounting module, go to the "Customers" menu and then select "Invoices."


It is automatically generated on a recurring basis invoice.


To create a recurring invoice, please do contact us at support@metrogroup.solutions