Invoices, payments and credit notes
Understand recurring invoice generation
A clear Pixie CRM walkthrough for understand recurring invoice generation, with the screen path, field checks and post-save verification.
Where to goCron job → Recurring invoices
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for understand recurring invoice generation, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Cron job → Recurring invoices in Pixie CRM.
- Confirm the record, date range, filter, customer or staff context that the screen is currently showing before interpreting the result.
- Review the controls that matter for this task: Customer, Recurrence interval, Start date, Cycles or end condition.
- Then check Invoice items, Reminder settings. Use verified information and do not fill optional values with placeholders.
- Work through Understand recurring invoice generation using the supported view or action, keeping the current filters and record context visible.
- Confirm the result against the record, activity history, report output or status shown by Pixie CRM before relying on it.
Fields and controls to review
Customer
Recurrence interval
Start date
Cycles or end condition
Invoice items
Reminder settings
Checks before you finish
- Confirm customer, currency and invoice dates.
- Review tax treatment, totals and payment terms.
- Do not casually rewrite a paid transaction.
- Verify payment status and customer-visible document.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.