If you regularly invoice the same amount — for example, a monthly fee, subscription, rent or hosting — recurring templates will save you at least a few minutes each month. Set them up once and Fakturuj.si will automatically generate a new invoice at the specified interval.
1. Open the Recurring Invoices section
In the left-hand menu, click on Documents and select Recurring Invoices.
2. Add a new template and fill it in
Click on “+ Add template” in the top right-hand corner. The “New recurring template” form will open. Key fields:
- Load data from an existing invoice (optional) — if you want to use data from an invoice that has already been issued as a template, select it from the list. Items, currency, client and other fields will be pre-filled.
- Client (required) — to whom the invoice will be automatically issued
- Recurring invoice (mandatory) — recurrence interval: daily, weekly, monthly, quarterly, half-yearly, annually
- First issue date (required) — when the first invoice from the template will be issued
- End date (optional) — when the template should stop being used (leave blank for unlimited)
- Max. number of invoices (optional) — an alternative to the end date — a limit on the total number of invoices issued
- Delivery / Due date in days after issue — how many days after the invoice is issued the selected dates apply (Default due date is 14)
- Active — toggle switch. When enabled, the template issues invoices automatically. Disabling the template pauses it without deleting it.
- Automatically send issued invoices by email — toggle. When enabled, every invoice issued by the template is automatically sent to the client by email (without your involvement).
3. Add items and save
Scroll down — add items (Name, Quantity, Unit, Price) just as you would for a standard invoice. Finally, click on “Create template”. The template will be added to the list and will start issuing invoices automatically according to the settings.
Frequently asked questions
What intervals do you support?
Daily, weekly, monthly, quarterly, half-yearly and annually.
How do I temporarily pause a template?
Open the template and toggle the Active switch off. The template will stop issuing new invoices but will remain saved — you can reactivate it at any time.
Can I manually edit a specific invoice that has been issued?
Yes. Invoices generated by a template are standard invoices — you can edit, delete or send them to clients just like manually created ones. This won’t affect the template, and the next invoice will be generated according to the original schedule.
What if a client stops using the service?
Set the End Date (or switch off Active). This will deactivate the template without deleting the history.
Does this work for different monthly amounts?
The template uses fixed items. If you invoice a different amount each month (e.g. by the hour), it is better to issue each invoice manually or use the Duplicate from previous invoice function.