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How a series works

A series bills a customer the same line items on a schedule: weekly, monthly on a date, or monthly on a weekday. It keeps exactly one invoice scheduled, its nextInvoiceId. The first is scheduled when you create the series, and each time one is sent the next is scheduled. Every invoice is due paymentTermsDays after it’s issued. Once sent, a series invoice is an ordinary invoice: collect, remind and void it like any other. Find a series’ invoices with seriesId on List invoices.
Invoice series lifecycleInvoice series lifecycle
A series ends on its own when its end is reached, after a number of invoices or on a date. Ended and cancelled series can’t be restarted; create a new one.

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Create a series

Create an invoice series with a customer, a recurrence and a first day it can issue on.

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Edit a series

Update an invoice series to change the next invoice and every one after it. The scheduled invoice is rewritten to match; invoices already sent are left as they are. Moving the end into the past ends the series. To change a single invoice, edit that invoice instead.

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Skip or cancel

Skip voids the scheduled invoice and schedules the one after it, or ends the series if none is left. Cancel voids the scheduled invoice and stops the series. Either way, invoices already sent are untouched.