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Set up a recurring invoice profile

Quick answerIn MAJA Books go to Sales → Recurring Invoices → New Recurring Invoice, name the profile, choose the customer, how often it repeats and the start and end dates, add the lines and click Save Profile; the profile is listed with its next date and can be paused or resumed at any time.
Where: MAJA Books → Sales → Recurring Invoices → New Recurring InvoiceWho: Any user whose role allows creating sales invoices

Steps

  1. Open MAJA Books and click Sales in the left menu, then Recurring Invoices.
  2. Click New Recurring Invoice.
  3. Type a Profile Name (for example "Monthly Retainer — ABC LLC") and choose the Customer.
  4. Choose Repeat Every: Week, Month, Quarter or Year.
  5. Set the Start Date. Leave End Date empty if the profile should not expire.
  6. Set Item Tax Preference and Discount Type.
  7. Add the lines: Description, Account, Qty, Rate, VAT%. The total appears as Amount per Invoice.
  8. Optionally attach the contract or agreement under Attachments.
  9. Click Save Profile.

What MAJA does for you

  • The profile is saved as active and listed with its Repeat, Next Date (the start date at first), Amount and Status.
  • Saving a profile posts nothing to the ledger.

Pause or resume a profile

  1. On the Recurring Invoices list, click the pause button on the profile's row. MAJA confirms Recurring profile PAUSED ✓ — it will not generate documents.
  2. Click the play button on the same row to resume it.

Good to know

  • A profile name, a customer and at least one line with an Account are required.
  • The paperclip button on the row opens the profile's attachments.
  • Make Recurring in an invoice's ··· menu only opens this screen; it does not copy the invoice into a profile.

Related guides

Create and send a tax invoiceSet up a recurring bill profile
People also ask
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Still stuck? In the app, tap the ? button at the top and choose Chat with MAJA support — the screen you are on goes with your message and the reply comes to the same place (within one working day). Or write to support@majabooks.com, or ask MAJA's assistant (the round button at the bottom right of MAJA Books).