How to Manually Trigger a Recurring Invoice

Overview
Generate the next invoice immediately, rather than waiting for the scheduled date.

Steps

1. Under Finance > Invoices > Recurring Invoice, find your active schedule.

2. Open its Action menu and click Generate Now (or Create Invoice).

3. The system creates the upcoming invoice as a draft under Finance > Invoices.

4. Review and Send or Save as usual.

Tips

• Use this when a client renews early or you need to adjust cash flow timing.

• After manual generation, check the “Next invoice” date to ensure scheduling continues correctly.

Troubleshooting / FAQs

• Q: “Generate Now” isn’t available.

  • A: Only active schedules with at least one remaining cycle (Total Count > 0 or infinite) show this option.

• Q: Next date didn’t shift.

  • A: Verify the schedule’s frequency setting and server cron are functioning.