Feature Overview: Recurring Invoices

Feature Overview 

Recurring invoices in Inspect Point allow you to automatically generate (and optionally auto-send) invoices on a set schedule. This feature is helpful for those that provide ongoing services, such as monthly monitoring and other recurring services and are looking to streamline their billing process.

👉 Related Article: How to Create and Manage Recurring Invoices  

What is a Recurring Invoice?

A recurring invoice is an invoice that repeats on a defined schedule. Instead of manually creating the same invoice each billing cycle, you can set it up once and Inspect Point will handle the rest.

• Recurring invoices can be generated monthly, yearly, or on a custom schedule.
• You can define when the recurrence ends—either after a certain number of invoices or on a specific date, or never.
• Invoices will auto-generate on the chosen schedule and can also be set to automatically send to your customer.

Key Features

• Enable Recurring Invoices: Admin users can enable the feature in Invoice Settings.
• Create Recurring Invoices: Set frequency, start date, and recurrence details.
• Auto-Send: Choose whether invoices send automatically.

Important: Recurring invoices will only auto-send if the Auto-Send Invoice option is selected on the Recurrence Settings screen. If this box is not checked, the invoice will generate but remain unsent until a backend user sends it manually. 

• Edit Recurrence: Update the recurrence settings at any time from the invoice.
• Convert One-Time Invoices: Any one-time invoice can be converted to recurring.
• Filter Invoices: Easily view recurring and non-recurring invoices from the Invoices tab.

Important: 

• Recurring invoices are generated at 11:00 AM EST.
• If a building or account does not have any associated contacts, the Auto-Send Invoice option will be greyed out. A contact must be added to the building/account before auto-send can be selected. Once added, you can edit the recurrence settings to enable auto-send.
• If the invoice is created directly from the Invoices tab, the auto-send option will also be greyed out. Save the invoice, then edit the recurrence details to access the auto-send option.