Recurring Invoices

Automate billing for subscriptions, retainers, memberships, and any service that bills on a recurring cadence. Set the frequency, items, and end conditions once — Syntra generates each invoice on schedule, optionally sends it automatically, and tracks payment.

Recurring invoices live at CRM > Recurring Invoices and are separate from one-off Invoices — though every invoice generated by a recurring schedule lands in the same Invoices list once produced.

How It Works

Create a recurring invoice — pick a contact, set the items, frequency, and start date
Syntra schedules the next invoice based on your frequency and a configurable lead time
An invoice is generated automatically before the next billing date
Syntra sends it (if auto-send is on) or queues it as a draft for you to review
Payment is tracked against the generated invoice — paid, partially paid, overdue
Repeat until an end condition is met (end date, max occurrences, or you cancel)

You can pause and resume at any time without losing the schedule, and cancel without affecting any invoices already issued.

Creating a Recurring Invoice

From CRM > Recurring Invoices, click New recurring invoice.

Field	Purpose
Contact	Who you're billing — must exist in CRM Contacts
Title	Optional — a label like "Monthly Maintenance Retainer"
Currency	Defaults to your provider currency, override if needed
Tax rate	Percent applied to the subtotal
Discount	Optional — percentage or fixed amount, applied per invoice
Notes	Customer-facing notes that appear on every generated invoice
Internal notes	Team-only notes, never sent to the customer

Once saved, the recurring invoice is Active and the first invoice is scheduled.

Frequency & Schedule

The schedule controls when invoices are generated.

Setting	Options
Frequency	Weekly, Monthly, Quarterly, or Yearly
Interval count	How many of those units between invoices — `1` monthly = every month, `3` monthly = every 3 months
Billing day	(Monthly+) Day of the month to bill on — 1–28 (or last day)
Start date	When the first invoice is billed
End date	Optional — automatic stop date
Max occurrences	Optional — automatic stop after N invoices generated
Days before to generate	How early to generate the invoice ahead of the billing date (e.g., 3 days before so the customer has time to pay before the date)

The Next invoice date is recalculated automatically each time an invoice is generated. If you change the frequency mid-stream, the next date is recomputed from the last generation.

End conditions

A recurring invoice stops when any of the following occurs:

The end date is reached
The max occurrences count is met
You cancel the recurring invoice manually

When an end condition fires, the recurring invoice transitions to Completed automatically. Already-issued invoices are unaffected.

Items & Pricing

Each recurring invoice has one or more line items. For each item:

Field	Purpose
Description	Item name (e.g., "Website Hosting", "Monthly Retainer")
Catalog item or Service	Optional — link to your catalog or services for consistency
Quantity	Number of units billed each cycle
Unit	The unit label (hours, sessions, units, packages)
Unit price	Price per unit
Sort order	Display order on the invoice

Items, tax, and discount are recalculated for every generated invoice using the current rates on the recurring invoice — so if you bump a price mid-subscription, the next invoice reflects the new amount. Already-issued invoices are immutable.

Auto-Send vs Manual

Each recurring invoice has an Auto-send toggle.

Mode	Behaviour
Auto-send on	Generated invoices are emailed to the contact immediately, on schedule, with no manual step
Auto-send off	Invoices are generated as drafts and queued in your Invoices list. You review and send each one manually.

Use auto-send for stable, ongoing customers. Use manual for retainers where the items might change month to month.

Pause, Resume, Cancel

Action	Effect
Pause	Stops generating new invoices but keeps the schedule. Resume anywhere from the same point.
Resume	Restarts generation from the next scheduled date.
Cancel	Permanently ends the recurring invoice. Already-issued invoices are unaffected.

A paused recurring invoice shows the status badge Paused in the list. Resuming recomputes the next date based on today.

Generated Invoices

Every invoice produced by a recurring schedule appears in:

The recurring invoice's detail view under "Generated invoices" — date, amount, status, and direct link
The standard CRM > Invoices list, marked with a Recurring badge

Generated invoices behave like any other invoice — you can edit (until sent), record payments, send reminders, and download the PDF.

Reporting

Recurring invoices feed two key metrics on your Revenue & Pipeline dashboard (CRM > Revenue & Pipeline):

Metric	Meaning
MRR	Monthly Recurring Revenue, normalised across frequencies and currencies
Active subscribers	Count of recurring invoices currently in Active state

These give you predictable-revenue visibility separate from one-off invoice income.