Summary
Learn how to add instalments to an invoice so Invoice Automate creates future recurring invoices automatically.
This article covers:
About invoice instalments
Invoice instalments let you set a schedule (monthly, quarterly, or annually) for a bill so future invoices can be created as recurring items. This helps you “set and forget” for repeating costs and track them in your recurring views.
Note: Adding invoice instalments is only available in Invoice Automate Premium.
Add instalments to an invoice
Use this when you’ve opened an invoice and want Invoice Automate to generate future instalments based on a selected period.
In Invoice Automate > Open the invoice you want to schedule
In the invoice view, locate the Payment details panel on the right
Scroll down to below Payment details
Click + Add invoice instalment
Choose an instalment period:
Monthly
Quarterly
Biannually
Annually
Select + Next Instalment
Review the future instalments that the system generates in the list below
Edit or delete generated instalments (optional):
To edit an instalment row, click the pencil (edit) icon, update the available fields (for example, due date/amount/description if enabled), then save the row
To delete an instalment row, click the trash (delete) icon
Click Save
A confirmation banner labelled “Changes Applied” (green strip) appears at the top, indicating changes have been applied.
Note: If you click Cancel, your instalment changes won’t be applied.
View instalments and recurring invoices
Once instalments are set up, you can find them in the recurring views for the relevant property.
In Invoice Automate > Select the Dashboard
Open Property Search > Search for the property
Select the property
Open the Recurring tab to see recurring items associated with that property (including instalments when they fall into visibility rules)
Note: Instalments in the recurring invoice area are only visible within 30 days of the due date. They won’t necessarily appear immediately after you save them; this is expected (system) behaviour.
Edit or remove instalments
Use this when the schedule changes (for example, the amount or service frequency changes).
In Invoice Automate > Select the Dashboard
Open Property Search > Search for the property
Select the property
Open the Recurring tab
Open the invoice
Select + Add invoice instalment (bottom right of the invoice)
Select + Next Instalment
Update the Instalment period and/or edit/delete individual instalment rows
Click Save to apply your changes