Purpose:

Create, edit, or stop recurring invoices.

Explanation: 

An invoice (sales invoice) is a document requesting payment for products and services. In this case, a sales invoice is applied to Customers of the Cheqbook user. Bills are documents where the Cheqbook user is being asked to pay. Invoices are documents where a Customer of the Cheqbook user is being asked to pay. The invoice usually includes the products/services, quantities, prices, and payment terms. The invoice can be set to be recurring at varying periods. 

Actions:

Create a New Invoice: From the Invoice view (found in left side panel) Click "New Invoice" at the top right to create a new Invoice. See the documentation for New Invoice.

Create a Recurring Invoice: From the "Create Recurring" drop-down select the desired period

• Non-recurring: (default) Non-recurring invoice.
• Daily: Invoice will be resent to Customer every day. The issue date and Due date will increment by 1 day. 
• Weekly: Invoice will be resent to Customer every week. The issue date and Due date will increment by 1 week. 
• Twice a Month: Invoice will be resent to the Customer twice a month. The issue date and due date will increment by period.
• Every 2 Weeks: Invoice will be resent to Customer every 2 weeks. The issue date and due date will increment by 2 weeks.
• Every 4 Weeks: Invoice will be resent to Customer every 4 weeks. The issue date and due date will increment by 4 weeks.
• Monthly: Invoice will be resent to Customer every month. The issue date and due date will increment by 1 month.
• Quarterly: Invoice will be resent to Customer every quarter. The issue date and due date will increment by 1 quarter.
• Twice a year: Invoice will be resent to Customer every 6 months. The issue date and due date will increment by period.
• Annually: Invoice will be resent to Customer every year. The issue date and due date will increment by 1 year.

View All Invoices: Click "Invoices" on the left side panel. Here you will see all invoices and their status. The most recent Recurring invoices will have a "Stop Recurring" option on the far right. 

View Only Recurring Invoices: Click "Invoices" on the left side panel. At the top right, select "Recurring Invoices". This will filter the view to contain only the most recent recurring invoices. 

Editing a Recurring Invoice: To make a change to a recurring invoice you can select the invoice from the Recurring Invoices page and then choose the edit option. Any changes made will be applied to the current invoice and all future invoices created by the recurring automation. 

Stopping a Recurring Invoice: From the Invoice view, or the Recurring Invoice view you can select the "Stop Recurring" button on the right. You can also edit the most recent invoice and set it to non-recurring. 

FAQ:

Can I set a specific date for recurring monthly invoices? Recurring periods are set from the date the invoice was created. If you create the original invoice on the 5th of the month, all future monthly invoices will be sent on the 5th. To set an invoice date on the 15th of each month, the invoice must be created on the 15th. 

Additional Resources:

https://help.cheqbook.com/hc/en-us/articles/223332867-New-Invoice