Invoicing feature

Recurring Invoices

Automate monthly, weekly, or custom-cycle invoices for subscriptions and retainers.

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TL;DR — Automate monthly, weekly, or custom-cycle invoices for subscriptions and retainers.

Recurring invoices automate your regular billing — monthly subscriptions, retainers, leases, maintenance contracts. Codeblix generates the invoice on the due date and can auto-send it to your customer.

How it works

Create a template invoice with the customer, line items, and pricing. Mark it as recurring, choose the frequency (weekly, monthly, quarterly, or custom), and set start and end dates. Codeblix generates the invoice on the due date, fiscalises it with the MRA, and can auto-send it by email or WhatsApp.

Subscription management

Each customer can have multiple recurring schedules. Pause, resume, or cancel a subscription at any time. The system tracks the schedule history and the invoices generated.

Auto-send

Enable auto-send to have Codeblix email or WhatsApp the invoice to the customer on the due date. Customers receive a PDF with the MRA-fiscalised QR code and a payment link.

Proration

For mid-cycle sign-ups or cancellations, proration is calculated automatically. The customer pays only for the days they used the service.

Customisation

Each recurring invoice can have its own template, branding, and message. Use the standard Codeblix template or design your own with your logo, colors, and terms.

MRA compliance

Every generated invoice is MRA-fiscalised in real time. The hash chain is maintained. The transaction report includes the recurring invoice alongside manual ones.

Pricing

Recurring Invoices is included in every Codeblix plan at no extra cost. No per-subscription fees.

Internal links

See Invoice Templates, WhatsApp Invoicing, Invoicing module, and Overdue Reminders.

Why this feature matters in daily operations

Recurring Invoices is most useful when it removes a repeated manual step from the business. For a Mauritius company using MRA-compliant billing, every operational shortcut must still preserve tax accuracy, invoice traceability, customer records, and audit history. Codeblix keeps the feature connected to the same customer, item, user, and reporting data used elsewhere in the platform.

This means staff can work faster without creating a second source of truth. Managers get cleaner reporting, accountants get better supporting records, and owners can review what happened without searching through spreadsheets, WhatsApp messages, or separate desktop files.

Setup and usage guidance

During setup, define who can use this feature, what approval rules apply, and what information must be captured before a record is saved. For best results, test the workflow with real examples from the business: common products, typical customers, normal discounts, and the edge cases that usually cause mistakes.

How Codeblix keeps it audit-ready

Every action should support a clear audit trail. Codeblix is designed so operational features support compliance instead of bypassing it: records are structured, permissions are controlled, and reports can be reviewed when the business needs to explain a transaction or reconcile activity.

Buying and rollout advice

Before choosing software for 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.

FAQ

Can I automate monthly invoices?

Yes. Set up a recurring template with frequency (weekly, monthly, quarterly, or custom), start and end dates, and customer details. Codeblix auto-generates the invoice on the due date and can auto-send it by email or WhatsApp.

What about subscriptions with usage-based billing?

Codeblix recurring invoices work best for fixed-amount subscriptions and retainers. For usage-based billing, generate the invoice manually or import usage data via the API.

Can customers pause or cancel a subscription?

Yes. Set an end date on the recurring schedule to stop future invoices. You can also pause and resume via the customer record.

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