RCUR Support

How can I automatically send invoices?

To have invoices sent automatically, it is necessary to link a invoicing app to your RCUR account. Once you have done this, you can link a customer in RCUR to a contact in your invoicing system.

Link a customer to a contact:

  • Go to customers and edit the relevant customer or add a new customer
  • Choose an existing contact from the invoicing system or create a new one directly from RCUR
  • Then open the customer and select "Add invoice". Note that this button is only visible if the customer is linked to a contact.
  • Enter all the basic details of the invoice

— Description is only visible in RCUR
— If the first invoice date is today, a first invoice will be sent immediately. For example, enter "1 months" at interval to automatically send an invoice every month
— If "Number of times" is left empty, invoices will be sent until you stop this in RCUR.
— If you choose to collect this invoice automatically, you must indicate whether the invoice is inclusive or exclusive of VAT. The direct debit payment will always include VAT.

  • In the next step, add all invoice lines
  • Add the invoice and RCUR will now automatically send the invoices for you.