How to Set Up Recurring Invoices
Automate monthly subscriptions and retainers
Last updated:
Recurring invoices are perfect for subscriptions, retainers, and any regular billing. Here is how to set them up.
Step 1: Create a template invoice
Create the invoice as you would normally, with all line items, customer details, and terms.
Step 2: Mark as recurring
Click the "Recurring" button. Choose the frequency (weekly, monthly, quarterly, yearly, or custom).
Step 3: Set start and end dates
Choose when to start. Set an end date if the contract has a fixed term.
Step 4: Configure auto-send
Optionally, enable auto-send. The EBS will email the invoice to the customer on the due date.
Why this matters for Mauritius businesses
How to Set Up Recurring Invoices is not just a technical topic. For a Mauritius business, it affects how invoices are issued, how records are kept, how staff work day to day, and how confidently the company can answer accountant or MRA questions. A good system should reduce manual work while keeping the compliance trail clear.
Many companies start with spreadsheets or a generic billing tool because it feels quick. The problem appears later, when VAT, credit notes, payment follow-up, reports, and fiscalisation records need to match. Codeblix is designed to keep those pieces connected from the start.
What to check in your own business
Review how your team currently creates invoices, receipts, customer records, item lists, and monthly reports. Look for duplicate typing, missing references, unclear approval steps, and places where one person has to manually reconcile two systems. Those are the areas where a proper EBS creates the fastest improvement.
How Codeblix approaches it
Codeblix combines MRA-approved e-invoicing with practical business modules such as POS, inventory, accounting, reports, and customer management. The aim is simple: one operational record, fewer manual corrections, and cleaner evidence when the business needs to prove what happened.
Next step
If this topic applies to your business, list the documents and reports you use most often, then test those flows first. A short real-world pilot with your own customers and items is more useful than a generic software demo because it shows whether the system fits your actual working day.
Buying and rollout advice
Before choosing software for How To Set Up Recurring Invoices, ask for a workflow demonstration using your own type of transaction, not only sample data. The test should include the normal case, a correction, a credit note or refund where relevant, a report export, and the user permissions your team will actually use. This quickly shows whether the system is ready for daily work or only looks good in a short demo.
Also check support and onboarding. For Mauritius businesses, local context matters: VAT treatment, MRA fiscalisation, offline behaviour, document wording, accountant expectations, and staff training can all affect the success of the rollout. A good implementation should make these details clear before go-live.
Why Codeblix is a strong fit
Codeblix is built around the Mauritius compliance environment and the practical needs of small and medium businesses. The platform is designed to keep invoicing, POS, inventory, accounting, reports, and customer records connected, so owners can reduce manual reconciliation and operate with cleaner data.
The best result is a system your staff can use every day without workarounds. That means clear screens, reliable records, exportable reports, controlled access, and a support team that understands the local EBS requirements.
Why this matters for Mauritius businesses
Mauritius has been rolling out MRA e-invoicing in phases since 2024, with full compliance required for all VAT-registered businesses by the end of 2025. The framework affects every business in the country — from sole traders and small retailers to large corporates and multinationals. Understanding the practical implications of each requirement helps you stay compliant, avoid penalties, and run your business more efficiently.
The Codeblix approach
Codeblix eInvoicing is MRA-listed as an EBS Solution Provider (SN 95, BRN C24214425). The system handles every aspect of MRA compliance automatically — real-time fiscalisation, IRN tracking, QR code generation, hash chain maintenance, and monthly transaction reporting. The local support team in Chamouny is available to help with any MRA query, audit, or transition question.
What to do next
If you are still using a non-MRA-approved system, paper invoices, or a manual spreadsheet, now is the time to switch. The MRA is enforcing compliance, and the penalties for non-compliance are real. Codeblix offers a 14-day free trial with full access to every feature — you can issue real MRA-fiscalised invoices during the trial and see the system in action before committing.
Frequently asked questions
The most common questions about how to set up recurring invoices are covered in the FAQ section below. If you have a question that is not covered, the local Codeblix support team is available by phone, WhatsApp, or email.
Related resources
Codeblix publishes a regular blog covering MRA e-invoicing, VAT compliance, payroll, and business management for Mauritius businesses. The blog is updated weekly with new guides, how-tos, and case studies. You can also find detailed product documentation, video tutorials, and a knowledge base in the Help Centre.
Frequently asked questions
Is How to Set Up Recurring Invoices relevant to MRA e-invoicing?
Yes. Any workflow that touches invoices, receipts, VAT, credit notes, or reports should be reviewed against the Mauritius EBS requirements.
Can Codeblix help with this?
Yes. Codeblix is built by a Mauritius MRA-listed EBS solution provider and is designed around local invoicing, fiscalisation, and daily business operations.
What should I prepare before switching systems?
Prepare your customer list, item list, current invoice process, user roles, and the reports your accountant or management team needs every month.