Recurring revenue and credit notes

Recurring revenue and credit notes solve two different needs. Recurring rules create future billing documents. Credit notes reduce or reverse an issued customer balance.

#Recurring revenue

Open /recurring-revenue for the recurring customer records and /invoices/new/recurring to create a recurring invoice rule.

1. Choose the customer and billable product or service.
2. Set the amount, currency, cadence, next invoice date, and any end condition.
3. Save the rule as Active.
4. Review generated invoices from the recurring record and the Invoices Recurring tab.

Recurring states are Active, Paused, and Cancelled. Pausing keeps the rule and history but stops generation until resumed. Cancelling is the terminal business decision. Deleting an eligible rule stops future generation and keeps invoices that were already created.

#Credit notes

Open a customer invoice and use its credit note action, or work from /credit-notes when appropriate.

1. Choose the source invoice.
2. Enter the credited lines or amount and the business reason.
3. Create and process the credit note using its lifecycle controls.
4. Confirm the applied credit in the invoice Credits tab and in receivable reporting.

A credit note is preferable to silently reducing an issued invoice because it preserves the original claim and its explicit correction.

#Trash and restore

Credit notes have a Recently deleted area at /credit-notes/trash where supported records can be restored. Use a lifecycle reversal for a processed credit instead of Trash if accounting history has already been created.

#Common problems