If you create the same invoice on a regular basis, you can set it up as recurring. Bitrix24 will generate invoices automatically based on your settings.

Create a recurring invoice

• Go to CRM > Invoices > Create invoice.
• Scroll to the Recurring payments section.
• Turn on Make recurring invoice.

How to create an invoice

Then configure the recurrence settings.

Repeat type

Choose how often Bitrix24 should create the invoice:

• Day — Set the number of days. You can choose workdays or calendar days.
• Week — For example, create an invoice every two weeks on a specific day.
• Month — For example, create an invoice on the first day of each month or on a specific weekday (like the first Monday).
• Year — Works the same way as the monthly option, but on a yearly basis.

Recurrence parameters

• Set the start date for recurring invoices.
• Set an end date if needed.

If you don’t set an end date, invoices will continue indefinitely. You can also limit the number of times the invoice is created.

Payment due date

Set when the customer needs to pay each invoice.

After you finish setup, you’ll see a summary with the date of the next invoice.

Send invoice to client's email

To send invoices by email:

1. Add email addresses for both the payer and the seller.
2. Enable Send invoice to client’s email.
3. Choose an email template or create a new one.

Bitrix24 will send each generated invoice automatically.






View the list of recurring invoices

1. Go to CRM > Invoices.
2. Click the gear icon.
3. Select Recurring invoice templates.

You’ll see a list of templates, including:

• Number of invoices created
• Date of the next invoice