Holvi’s recurring invoices feature takes care of repeat billing for you. Just set up an invoice once, choose how often it should repeat, and we’ll handle the rest. Your invoices will be automatically created and sent at your chosen intervals – saving you time and keeping your cash flow steady.
How do I set up a recurring invoice?
Setting up a recurring invoice is easy:
- Create an invoice – Add line items and recipient details like you normally would.
- Choose a delivery method – Send via email, e-invoice network, or download and send it yourself.
- Set recurrence rules – Decide how often the invoice should repeat (monthly, quarterly, yearly).
- Schedule the invoice – If the issue date is in the future, Holvi will automatically schedule and send it for you.
How does scheduling work?
- If the invoice issue date is in the future, it will be sent automatically at 5:00 am (your account’s time zone).
- You can adjust the scheduled sending date if needed.
- By default, the issue date and sending date are the same – we recommend keeping it this way for consistency.
Can I edit a recurring invoice after it’s set up?
Yes! You can update the details of the next invoice before it’s sent, and your changes will apply to all future invoices in the series.
What happens when a recurring invoice is sent?
Once an invoice is sent (automatically, manually, or marked as sent), Holvi creates the next one in the series – following the recurrence rules you set.
How are recurring invoices delivered?
You can choose how invoices are sent:
- Email – Holvi emails the invoice directly to your customer.
- E-invoice – Sent as an e-invoice via e-invoice operator network in a structured format.
- Manual sending – Holvi generates and schedules the invoice, but you send it yourself.
If I edit recipient details, will they be saved to my contacts?
No. Changes to recipient details only apply to that invoice. Any new email or e-invoice address you add here will not be saved to the contact. To use it in future, update the contact details directly.
Can I choose whether each invoice keeps the same reference number?
Yes, you decide:
- Same payment reference – Makes it easier for your customer to make recurring payments.
- Unique reference for each invoice – If preferred.
Where can I find my scheduled invoices?
All scheduled invoices appear in your invoices list with a new status: "scheduled."
Is this a full subscription management tool?
Not quite! Recurring invoices help automate invoice creation and sending, but they don’t manage subscription payments or collect funds on your behalf.
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