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Recurring Invoices

Recurring invoices let you define a billing template once and have Gäld generate invoices automatically on a set schedule — monthly retainers, quarterly subscriptions, annual maintenance fees, and any other repeated billing.

Creating a recurring invoice​

  1. Go to Invoices → Recurring
  2. Click New Recurring Invoice
  3. Fill in the template:
    • Customer — select from Contacts
    • Line items — description, quantity, unit price, VAT rate
    • Frequency — Weekly / Monthly / Quarterly / Semi-annual / Annual
    • Start date — date of the first generated invoice
    • End date — optional; leave blank to recur indefinitely
    • Auto-finalize — if enabled, each generated invoice is immediately finalized and posted to the ledger; if disabled, invoices are created as Drafts for your review
  4. Click Save
Auto-finalize for retainers

Enable Auto-finalize for fixed-fee retainers where the amount never changes. Leave it off for time-based billing where you need to adjust quantities each period before sending.

Frequency options​

FrequencyNext invoice generated
Weekly7 days after the previous invoice date
MonthlySame day of month, next month
QuarterlySame day, 3 months later
Semi-annualSame day, 6 months later
AnnualSame day, 12 months later

If the target day does not exist in the next month (e.g. the 31st), the invoice is created on the last day of that month.

How invoices are generated​

Gäld generates the next invoice each night via a scheduled job. Once generated:

  • If Auto-finalize is on: the invoice is finalized and posted to the ledger immediately
  • If Auto-finalize is off: a Draft invoice is created and waiting in Invoices for your review

Generated invoices appear in the standard invoice list with a Recurring badge and a link back to their template.

Queue dependency

Invoice generation requires the queue worker to be running. Self-hosters: see Self-Hosting for the systemd service configuration.

Updating a recurring template​

You can edit a recurring template at any time:

  1. Go to Invoices → Recurring
  2. Click the template you want to edit
  3. Make changes and click Save

Changes apply to future invoices only. Already-generated invoices are not affected.

Pausing and resuming​

To temporarily stop invoice generation without deleting the template:

  1. Open the recurring template
  2. Click Pause
  3. To resume, click Resume

While paused, no invoices are generated. The next invoice date is recalculated from the resume date.

Cancelling a recurring series​

  1. Open the recurring template
  2. Click Cancel Series
  3. Confirm

The template is archived and no further invoices are generated. Existing generated invoices are not affected.

Frequently asked questions​

Can I create a one-off invoice from a recurring template? Yes. Open the template and click Generate Now to immediately create the next invoice, regardless of the scheduled date.

What if a generated invoice is incorrect?

  • If the invoice is still a Draft: edit it directly
  • If it has been Finalized: create a Credit Note to correct it

Are recurring invoices included in the fiduciary export? Yes. All generated invoices are standard invoices and are included in the Fiduciary Export ZIP like any other invoice.