A native recurring invoice schedule starts from a saved draft and retains its exact terms. Each occurrence creates an unissued draft. Issuance, ledger posting and invoice email remain separate permitted actions.
Open Recurring invoices, select New schedule and choose the saved native invoice draft. Confirm that the selected customer has the same saved name and email as the source draft and that the currency matches the company's current reporting currency.
Enter the schedule name, frequency, interval, first occurrence, due-after days and any end date or number prefix. Record why the terms should repeat, then review the saved source version and calendar before activating draft creation.
Later edits to the source draft do not change the schedule's frozen terms. If the agreement changes, review the schedule's supported edit process rather than assuming the next occurrence will copy the latest draft. Supporting attachments are not copied to future documents, so each occurrence still needs its own evidence review.
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