Recurring billing on contracts

Overview

Service contracts with recurring pricing terms drive automated draft invoice generation when recurring invoices are enabled in Sales configuration.

Where in the app

• /c/companies/:companyId/customer-accounts/contracts/:contractId

What you see

• Recurring billing banner — frequency, amount, and next billing period
• Recurring invoice runs — one row per closed period with a link to the draft invoice when available
• Disabled state — shown when recurring invoices are turned off in Sales configuration

Step-by-step

1. Open a contract with recurring amount and frequency. (UAT-C-CA-RECURRING-001)
2. Confirm recurring invoices are enabled under Sales configuration. (UAT-C-CA-RECURRING-001)
3. Review the banner for cadence and next period. (UAT-C-CA-RECURRING-001)
4. Open generated draft invoices from the runs list. (UAT-C-CA-RECURRING-001)

Related

• contracts
• recurring invoices