{"id":18827,"date":"2022-11-04T16:07:45","date_gmt":"2022-11-04T20:07:45","guid":{"rendered":"https:\/\/www.collabox.com\/2022\/11\/10\/renewing-an-invoice\/"},"modified":"2024-07-15T12:59:01","modified_gmt":"2024-07-15T16:59:01","slug":"renewing-an-invoice","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2022\/11\/04\/renewing-an-invoice\/","title":{"rendered":"Renewing an invoice"},"content":{"rendered":"\n<p>Renewing an invoice allows you to manage memberships, licenses or subscriptions. With Collabox, it is possible, very easily, to manage all your renewable invoices for a specific period by automating this process.<\/p>\n\n<p>To use these functions, you must of course do your invoicing with the Collabox<a href=\"\/accounting-software-for-entrepreneurs\/?lang=en\"> accounting module <\/a>. It allows you to manage all the accounting operations of your company.<\/p>\n\n<hr class=\"wp-block-separator\"\/>\n\n<p>Here are the main steps to create automated invoice renewals.<\/p>\n\n<h3 class=\"wp-block-heading\">Create an invoice<\/h3>\n\n<p>First, create an invoice for a desired customer. Then move to the bottom of the screen. You will see a &#8220;Create a new invoice&#8221; button.  <\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"323\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-2-1024x323.png\" alt=\"\" class=\"wp-image-18635\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-2-1024x323.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-2-300x95.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-2-768x243.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-2-610x193.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-2.png 1051w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p>Click on this button. Another window will appear to schedule your renewal according to your specific needs.  <\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-1024x548.png\" alt=\"\" class=\"wp-image-18637\" width=\"952\" height=\"509\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-1024x548.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-300x161.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-768x411.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-610x326.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox.png 1400w\" sizes=\"auto, (max-width: 952px) 100vw, 952px\" \/><\/figure>\n\n<p>Save the renewal settings. Then, the Collabox will automatically display the invoices to be renewed at the desired period.  <\/p>\n\n<h3 class=\"wp-block-heading\">Invoice to be renewed<\/h3>\n\n<p>A list of &#8220;invoices to renew&#8221; is created in the left menu.<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-3-1024x303.png\" alt=\"\" class=\"wp-image-18639\" width=\"972\" height=\"287\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-3-1024x303.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-3-300x89.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-3-768x227.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-3-610x180.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-3.png 1516w\" sizes=\"auto, (max-width: 972px) 100vw, 972px\" \/><\/figure>\n\n<p>Note the arrow pictogram to the left of the invoice number. This tells you that it is an invoice that is in <strong>renewal<\/strong> mode.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"517\" height=\"201\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-4.png\" alt=\"\" class=\"wp-image-18641\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-4.png 517w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/image-4-300x117.png 300w\" sizes=\"auto, (max-width: 517px) 100vw, 517px\" \/><\/figure>\n\n<p>Click on your invoice and once opened, the button:<strong> renew now<\/strong>, will allow you to modify or send your new invoice.  <\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-_-renouveler.png\" alt=\"\" class=\"wp-image-18643\" width=\"923\" height=\"369\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-_-renouveler.png 1012w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-_-renouveler-300x120.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-_-renouveler-768x307.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox-_-renouveler-610x244.png 610w\" sizes=\"auto, (max-width: 923px) 100vw, 923px\" \/><\/figure>\n\n<p>Once your invoice is renewed, you have several options to edit the invoice, check the period covered, view or print your invoice. <strong> The function: send the invoice by email<\/strong> directly from Collabox is also available.<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox_-fonctions-diverses-1024x591.png\" alt=\"\" class=\"wp-image-18645\" width=\"946\" height=\"545\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox_-fonctions-diverses-1024x591.png 1024w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox_-fonctions-diverses-300x173.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox_-fonctions-diverses-768x443.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox_-fonctions-diverses-610x352.png 610w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/11\/Renouvellement-facture-Collabox_-fonctions-diverses.png 1518w\" sizes=\"auto, (max-width: 946px) 100vw, 946px\" \/><\/figure>\n\n<p>You can renew the invoices one by one if you want to check them or you can renew them in batch and send them by email directly to the &#8220;billable contact&#8221; that will have been previously entered in the customer&#8217;s file.<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"\/wp-content\/uploads\/2022\/11\/Capture-de&#x301;cran-le-2022-11-04-a&#x300;-11.35.22-1024x395.png\" alt=\"\" class=\"wp-image-18647\" width=\"977\" height=\"377\"\/><\/figure>\n\n<p>That&#8217;s it, your recurring invoice renewal becomes easy, fast and automated, so you can use your time to do other tasks.<\/p>\n\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/tips-and-tricks\/?lang=en\">Documentary Blog<\/a> to continue using Collabox!<\/p>\n\n<p>If you have any questions, please contact us and we will be happy to answer you.<\/p>\n\n<p>info@collabox.com, (418) 907-9274 ext. 120<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Renewing an invoice allows you to manage memberships, licenses or subscriptions. With Collabox, it is possible, very easily, to manage all your renewable invoices for a specific period by automating&#8230;<\/p>\n","protected":false},"author":1,"featured_media":27330,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[210,211],"tags":[],"class_list":{"0":"post-18827","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-accounting","8":"category-billing"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Renewing an invoice - Collabox 2026 - ERP software \u00c3\u00a0 la carte<\/title>\n<meta name=\"description\" content=\"Renew an invoice for your subscriptions or licenses. 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