Tips & Tricks: Wiederkehrende Rechnungen

Use "Skip next" for holiday months — If a client takes August off or you agree to pause billing over the Christmas break, hit "Skip next" on the recurring invoice. That single cycle is skipped and the normal schedule resumes automatically the month after — no need to disable and re-enable the whole template.

Duplicate a template for similar clients — Rather than building a new recurring invoice from scratch, duplicate an existing one and swap the client. All positions, intervals, and settings copy across so you only change what's different.

Set up owner reminders so nothing ships unreviewed — Recurring invoices can notify the assigned owner a few days before generation. That gives you a window to adjust quantities or add a one-off line item before the invoice goes out automatically.

Understand VAT re-evaluation on each cycle — Stunden applies the VAT rate that is valid on the invoice date, not the rate that was in effect when the template was created. If Swiss VAT rates change, your recurring invoices automatically use the correct current rate — you don't need to update templates manually.

Monitor the generation log for silent failures — The recurring invoice list has a "Last generated" indicator for each template. If a cycle failed (e.g. due to missing client address), it shows a warning there rather than failing silently. Check the log after the monthly generation run to catch anything that needs attention.