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Documentation Index

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The Recurring Invoices page (/fa/recurring-invoices) lists all recurring invoice templates for the organization and provides controls to activate, pause, or delete them.

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Overview

The Recurring Invoices list displays all recurring invoice templates scoped to the current organization. The page shows summary statistics — active template count, paused template count, and the next scheduled generation date — followed by a filterable table. Templates can be filtered by status (active, paused, or all) and by customer. Each template row links to the recurring invoice detail page.

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Who it’s for

Requires permission: fa.recurring_invoices.view.

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Before you start

  • At least one customer must exist in the system.
  • You need the fa.recurring_invoices.view permission to view the list.
  • To create a new template, you need fa.recurring_invoices.create.
  • To pause or delete, you need fa.recurring_invoices.edit.

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Steps

View recurring invoice templates
  1. Navigate to /fa/recurring-invoices.
  2. Use the Status and Customer filters to narrow the list.
  3. Click a template row to open its detail page.
Create a new recurring invoice template
  1. Click New (requires fa.recurring_invoices.create).
  2. Complete the creation form and save.
Pause or resume a template
  1. Locate the template in the list.
  2. Use the Pause or Resume action to toggle the template status.

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Key concepts

  • Template: A recurring invoice definition that drives automatic invoice generation on a scheduled basis.
  • Active / Paused: Status values observed in code (status === 'active' or 'paused').
  • Next generation date: The next_generation_date field on each template; the list sorts by this field to surface the soonest upcoming invoice.

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/RecurringInvoicesPage.tsx
  • src/cores/fa/hooks/useRecurringInvoices.ts
  • src/cores/fa/components/RecurringInvoicesTable.tsx