Recurring invoices

An Apskaita5 add-on for preparing and issuing recurring service invoices from templates.

It helps the accountant to:

prepare each period's invoice automatically: create a template per client (monthly, quarterly or yearly), define the services, prices and discounts - the add-on computes every cycle's dates;
enter only what changes: mark a line as "enter each cycle" and the add-on asks for the quantity before issuing;
issue several invoices in one action: select the prepared cycles - every invoice is created the usual way, with the normal numbering, VAT, accounting entries and payment terms;
review before anything is issued: prepared cycles are listed with amounts and statuses; a wrong cycle can be fixed or skipped before issuance.

In short: you create a template (or generate it from an existing invoice with the "Periodinis" button) -> each period the add-on prepares the invoice -> you enter variable quantities -> select and issue. The invoices become normal Apskaita5 sales invoices.

Creating a template

Apskaita5 -> "Dokumentai" -> "Periodinės sąskaitos…" -> the "Šablonai" tab -> "Naujas".
Enter:
- a name (for your own reference) and the client;
- the frequency: monthly, quarterly or yearly;
- the issue day (1-31; in a shorter month it clamps to the month end, e.g. the 31st becomes the last day of February);
- the service period: current, previous or next (e.g. an invoice issued on January 5th covering December's services - choose "previous");
- the start date (and, if known, the end date), the serial and, optionally, the invoice content;
- the service lines: a service from its card, description, unit, price, quantity, quantity mode (fixed or enter each cycle) and discount.
The preview at the bottom immediately shows the three upcoming cycles.
Press "OK".

Descriptions can carry fields (the "Įterpti lauką" button): service period start, service period end, month, year. For example, "Hosting for {MENESIS} ({PERIODO_PRADZIA} - {PERIODO_PABAIGA})" becomes "Hosting for 11 (2026-11-01 - 2026-11-30)" in each cycle.

A template from an existing invoice

Open a saved service invoice and press the "Periodinis" button. The template is prefilled with the client, serial, content and service lines with prices - you only add the frequency and dates. Lines that are not services (goods, assets) are not carried into the template.

Reviewing and issuing prepared cycles

Switch to the "Išrašymas" tab of the same window and pick a month.
The add-on lists that month's prepared cycles: client, service period, planned date, amount and status. With "Rodyti pavėluotas" enabled you also see earlier unissued cycles - they are never backdated (the invoice date is always today).
Selecting a cycle shows its lines: enter missing quantities (zero is valid), adjust prices or add a one-off line if needed, then press "Išsaugoti eilutes".
Mark an unneeded cycle with "Praleisti ciklą" - it stays in the list as skipped.
Tick the ready cycles and press "Išduoti pažymėtas". After issuance the invoice numbers are listed; open one with "Atidaryti sąskaitą" or from the usual invoice list.

Issued invoices are ordinary Apskaita5 sales invoices: numbering, VAT, accounting entries and printing behave exactly like a manually entered invoice. Send them with the usual send operation.

Changing a template

When editing a template you choose what the change applies to:

"Tik šiai sąskaitai" - changes only the prepared (not yet issued) cycles, leaving the template itself as it was;
"Šiai ir būsimoms sąskaitoms" - updates both the template and the prepared cycles from the chosen period on (the add-on warns how many prepared cycles will be refreshed).

Issued invoices are never changed afterwards - correct them the usual way, like any invoice.

A template can be paused (e.g. for a seasonal break - no new cycles are created) and resumed (cycles continue from the resume date; the break's cycles are not created retroactively). "Baigti" ends the template; history and issued invoices remain.

Limitations