Reccurring transactions without invoices

Recurring transactions without invoices

Question:

How can I correctly post recurring transactions without invoices in Frienton?

Answer:

If you have regular recurring payments based on contracts but without a separate invoice (for example rent, leasing, or membership fees), you can use automated document matching in Frienton.

Procedure:

• Upload the underlying contract into Frienton
• Make sure the document type is set to “Contract” (adjustable in the document settings)
• Mark the document as “recurring” in the document settings
• Link the contract once with the first matching transaction
• Frienton will then automatically recognize all future transactions belonging to this contract and link them independently

Important notes:

• For automatic matching to work reliably, the transaction reference should contain a contract or customer number as well as the service period
• This feature is not suitable for recurring transactions with invoices, e.g. with sequential invoice numbers (such as SaaS subscriptions, newspapers)

Purpose:

This feature enables clean, automated accounting – even without a classic invoice.

Updated on: 02/11/2025