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Documentation Index

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The Recurring Invoice Details page at /fa/recurring-invoices/:id shows the full detail of a recurring invoice template with status management actions, generation history, and schedule information.

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Overview

The route /fa/recurring-invoices/:id loads RecurringInvoiceDetailPage (permission: fa.recurring_invoices.view). Data is fetched via useRecurringInvoice and useRecurringInvoiceHistory. The page shows the template header (customer, schedule, amounts) with StatusBadge for status (active, paused, completed, cancelled). Tabbed views are available. Available actions: Pause/Resume (usePauseRecurringInvoice), Generate Now (useGenerateFromRecurringInvoice), Edit (links to /fa/recurring-invoices/:id/edit), and Delete (useDeleteRecurringInvoice). The delete action is guarded by an AlertDialog.

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Who it’s for

Requires permission fa.recurring_invoices.view.

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Before you start

  • The recurring invoice template must already exist. Create via /fa/recurring-invoices/new.

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Steps

  1. Navigate to Finance & Revenue → Recurring Invoices and select a template, or go to /fa/recurring-invoices/:id.
  2. Review the template header: customer, frequency, next generation date, and status.
  3. Use Pause to suspend automatic generation, or Resume to reactivate.
  4. Use Generate Now to manually trigger invoice creation from this template.
  5. Review the generation history tab.
  6. Use Edit to modify the template, or Delete to remove it (confirmation required).

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Key concepts

Template statuses — active, paused, completed, cancelled. next_generation_date — The scheduled date for the next automatic invoice generation. Generation history — Records of invoices previously generated from this template, loaded via useRecurringInvoiceHistory.

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/RecurringInvoiceDetailPage.tsx
  • src/cores/fa/hooks/useRecurringInvoices.ts