Scalendo has introduced Recurring Invoice Generation integrated into its Documents & Contracts feature. This allows users to automate invoice creation and management when documents are signed.

Key Features Include:

• Automated Settings Drawer that opens when adding product lists to templates
• Automatic type assignment for recurring products
• Visual tags distinguishing one-time versus recurring pricing
• Flexible scheduling options for invoice generation

How to Use:

Template Creation Process:

1. Navigate to Payments > Documents & Contracts > Templates > New Template
2. Add a product list and signature element
3. Configure recurring products (settings drawer opens automatically)
4. Distinguish product types in the list display

Recurring Invoice Configuration:

• Toggle "Generate Invoice at Signing" to create invoices upon document signature with subsequent invoices following defined frequency
• Enable "Direct Payment" to redirect signers to invoice payment immediately and send email confirmation
• Alternatively, save invoices as drafts for manual sending later

Workflow Setup:

Save the template, then configure workflows using that template. Once triggered, signers receive documents and are directed to payment pages after signing.

Troubleshooting:

If invoices aren't generating, verify that payment schedule dates don't extend past the invoice due date, and set first payments to "Upon primary signature" for proper alignment.