Create invoices from a contract (recurring)

Overview#

Create invoices from a signed contract: one per scheduled payment, or let monthly contracts draft an invoice every month. Drafts are never sent automatically.

Steps#

1. Set the payment schedule under Contract details → billing cycle & payment schedule (monthly, yearly in advance, quarterly, or custom).
2. On the 請求 (Billing) card, click Create invoice for each scheduled payment.
3. For monthly contracts, turn on 定期請求（毎月） (recurring monthly billing) and set the closing and issue days. On the issue day a draft for that month is created (checked every morning at 7:00).
4. Use 今月分をいま作成 to create this month's draft right away.
5. Review drafts in the invoice list and send them by email or LINE.

Yearly contracts#

A yearly contract made from a recurring quote uses Recurring billing (yearly) and drafts one year's invoice only in every 12th month from the start month. When a monthly contract has yearly lines, they are added to that month's invoice. Setup fees are not part of the contract; a separate draft invoice is created when the quote becomes a contract. See From a recurring quote to contract and billing.

FAQ#

• Are invoices sent automatically? No, only drafts are created.
• The amount changed: use an amendment for post-signing changes; later invoices use the updated amount.