What a recurring invoice is
A recurring invoice in Taxorio isn't a special document type — it's a schedule you set up once, and Taxorio then issues full-fledged invoices from it on its own: with their own number from your sequence, a variable symbol and a PDF. A generated invoice is no different from one issued by hand — it can be edited, cancelled and reminded about just the same, only its timeline carries an extra link back to the schedule it came from.
A schedule holds three things: content (client, items, texts, the due term in days), a recurrence (how often and from when), and a delivery mode (what happens on issue day). The schedule itself has no issue date, DUZP or invoice number of its own — those only come into being at each generation.
How to set up a schedule
You have two routes, both leading to the same form.
From scratch
- Go to the Invoices section and switch the header to the Recurring segment.
- Click New recurring invoice.
- Fill in the client, an internal name for the schedule (just for your own overview in the list — it doesn't appear on the invoice) and the items.
From an existing invoice
Billing the same client the same thing for the second or third time? Open the last invoice, choose Create recurring invoice under More actions, and the schedule form pre-fills with the client and items — you just fine-tune the recurrence.
Recurrence — frequency and issue day
The frequency is monthly, quarterly, half-yearly or yearly. The date you enter as the first issue also fixes the day of the month for every later issue — it's an anchor, not just the first document.
When the anchor doesn't land in a given month (typically the 31st in February), Taxorio issues the invoice on the last possible day of that month, and reverts to the 31st again once a month has one. If you want the schedule to always adapt to the month's length, turn on the Always the last day of the month option.
Billed period and variables in the text
In the schedule you choose which period you're billing for: this, the previous, or the next one (the default is "this"). The choice drives two things at once — the date variables in the item texts, and the optional date of taxable supply (DUZP) at the end of the billed period. The DUZP choice in the schedule is visible to VAT payers only — non-payers and identified persons don't have it in the schedule form (on a standard invoice, the DUZP field stays available to everyone).
You use variables in the item description, the note and the order number, and Taxorio expands them to the current value every time it issues an invoice — always in the document's language, the one set on the schedule (see Limits below). The tokens themselves are Czech; each also has an English alias with the exact same meaning, so a hand-typed English token resolves too — the picker under the items table only ever inserts the Czech form:
{obdobi}/ alias{period}— the whole period in words, e.g. "August 2026," or for a quarterly frequency "Q3 2026."{mesic}/ alias{month}— the month number (the same in every language).{mesic_slovem}/ alias{month_in_words}— the month's name, e.g. "August."{rok}/ alias{year}— the year (the same in every language).{ctvrtleti}/ alias{quarter}— the quarter's number (the same in every language).
A token Taxorio doesn't recognise — Czech, English, or anything else — is left in the text exactly as typed; that's not an error, and nothing is dropped.
You'll see the list of variables as tags under the items table — no need to memorise them. The note and the order number are in the same form a bit further down, under the Recurrence step.
Example: a schedule with a monthly frequency, first issue on 1 Sep, and billed period "previous" issues an invoice on 1 September with the item "Website management — {mesic_slovem} {rok}" (or, using the alias, {month_in_words} {year}), which expands to "Website management — August 2026" — because the schedule's document language is English. Set the same schedule to Czech instead and the very same tokens expand to "srpen 2026." If you also turn on DUZP at the end of the period for a VAT payer, the document from 1 Sep carries a DUZP of 31 Aug.
No variable computes "last month minus one" arithmetically — the whole period shifts, so at the year boundary (December → January) the year comes out right with no manual step.
What happens on issue day
In the schedule you choose one of two modes:
- Issue and notify me (the default) — the invoice is created, you get an email with a link to it, and you send it yourself whenever you like. Because Taxorio has no draft status for an invoice, this mode works as a review window: you can still look the document over and adjust it before sending.
- Issue and send to client — the invoice is created and immediately emailed to the client with the PDF attached, delivery and open tracking included, just like a manually sent invoice.
Pausing, resuming and ending a schedule
A schedule has three states: active, paused and finished. You can pause and resume it yourself from its detail at any time; ending it, by contrast, is permanent — a finished schedule never issues again.
In a few situations Taxorio pauses it on its own and emails you why — it's deliberately cautious, because silently failing to issue an invoice is worse than pausing with an explanation:
- you change your VAT status,
- your PRO plan runs out,
- generating the invoice fails repeatedly.
When you resume a schedule after a pause, Taxorio backfills at most one invoice — for the last missed period, and only if it's no older than 7 days. It issues it with today's issue date, so the document isn't dated back into a different VAT period. Every older missed period is skipped, and you get an email about it; no invoice is ever created for those.
You set the schedule's end in three ways: never (it runs until you pause it yourself), on a date, or after a set number of issued documents.
The generated invoice
Every document from a schedule is an invoice like any other — with its own number from the numbering sequence, a variable symbol and a PDF. Its timeline carries an extra line, "Issued automatically from schedule …," linking back to the schedule. From there it's handled exactly the same way: it can be edited as long as it isn't paid, cancelled, and reminded about. If you later delete the schedule itself, invoices already issued stay unchanged — they just lose their link to the source.
Limits
- PRO plan. Same as with automatic reminders — you can't set up a schedule on the Free plan.
- Currency and document language follow the schedule. A schedule carries its own currency (CZK, EUR, USD, GBP, CHF or PLN) and document language (Czech, Slovak, English, German or Russian) — the app pre-fills both once you pick a client, based on their card and country, and you can overwrite it. Every generated invoice inherits them and converts to CZK using the CNB rate as of the DUZP, the same as a manually issued invoice; the email with the invoice goes out in the same language.
- Standard invoices only. A schedule can't issue proforma invoices.