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Documentation Index

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The New Recurring Invoice page at /fa/recurring-invoices/new launches the Recurring Invoice Setup Wizard, which guides users through creating a template for automatically generating invoices on a schedule.

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Overview

The route /fa/recurring-invoices/new loads RecurringInvoiceCreatePage, which renders RecurringInvoiceSetupWizardPage in create mode. This replaces a legacy form and provides a wizard-based interface for creating recurring invoice templates. The wizard is part of the PF-41 wizard infrastructure.

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Who it’s for

Requires permission fa.recurring_invoices.create.

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Before you start

  • Identify the customer and invoice amount/line items.
  • Determine the billing frequency and start date for the recurring schedule.

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Steps

  1. Navigate to Finance & Revenue → Recurring Invoices and select New Recurring Invoice, or go to /fa/recurring-invoices/new.
  2. Follow the setup wizard steps to define customer, amounts, frequency, and start date.
  3. Complete the wizard. A recurring invoice template is created with status: active (or as set by the wizard).
  4. The template appears in the Recurring Invoices list and will generate invoices on schedule.

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Key concepts

Recurring invoice template — A configuration record stored in fa_recurring_invoices (inferred) that controls automatic invoice generation. Tracked by next_generation_date. Wizard mode — The wizard host accepts a mode prop; this route passes "create".

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/RecurringInvoiceCreatePage.tsx
  • src/cores/fa/wizards/recurring-invoice-setup/RecurringInvoiceSetupWizardPage.tsx
  • src/cores/fa/hooks/useRecurringInvoices.ts