Billing the same management fee, support bundle, or retainer every month? Manual copying mostly creates room for mistakes. Recurring invoices in PrikKlokPlus help process fixed revenue neatly and predictably.
What recurring invoices do
A recurring invoice is a scheduled template. You set client, lines, amount, VAT, and interval. PrikKlokPlus then prepares a new draft invoice periodically.
- Monthly or periodic: useful for retainers, maintenance, and subscriptions.
- Fixed lines: same description and amounts per period.
- Draft review: check before sending.
- Administrative rhythm: fewer manual reminders at month end.
How to set it up
- Open the client in CRM.
- Create a new recurring invoice.
- Choose start date, interval, and optional end date.
- Add fixed lines such as support, hosting, or maintenance.
- Review the first draft invoice.
Example: you deliver ten hours of support to a client each month. Create a fixed line for the support bundle and bill extra hours separately from approved time entries.
When not to use it
Do not use recurring invoices for work that varies heavily every month without a fixed agreement. Invoice variable project hours from approved hours instead. Combine both when you have a fixed base fee plus extra hours.
Start free and prepare your fixed monthly invoice.
Frequently asked questions
Are invoices sent automatically?
Use draft review as a safety step. Check amounts and period before an invoice goes to the client.
Can I set an end date?
Yes, use an end date for temporary contracts or pilot agreements. Without an end date, the series remains active until you stop it.
Can I combine fixed and variable lines?
Yes. Put fixed lines in the recurring invoice and add variable hours from approved time entries when needed.