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ProzessX

Contract in.Invoice out.

You create a contract with customer, line items and billing cycle. On the due date, XOS creates a draft invoice. Nothing is sent on its own, you check the draft first.

In short: Recurring contracts in XOS: set up maintenance, subscriptions or retainers, and on the due date a draft invoice is created automatically for you to check and send.

As of November 12, 2026 · ProzessX
ContractmonthlyInvoiceDraftMüller GmbH
On the due date, the contract creates a draft invoice for you to check. Sample view, simplified.
Finance and ERP

Subscriptions and maintenance contracts create their own invoices.

In the ERP package€149 per seat per month, only available as a complete package
Everything€249 per seat per month, all modules

What this module handles for you.

01

Create contracts

Give it a name, choose the customer from the ERP, from the CRM or as free text, and set the cycle (monthly, quarterly or yearly) and the next run.

02

Line items from the catalog or free

Take items from the catalog or write a free-text line such as a maintenance flat fee, with quantity, net price, tax rate and discount.

03

Draft invoice on the due date

A background service checks every hour which contracts are due. For each one, a draft invoice is created in the Document Generator, using its tax and numbering logic. Nothing is sent automatically.

04

Fixed billing day

A contract dated the 31st bills on the 28th in February and on the 31st again after that. The day does not drift.

05

Pause, resume, cancel

Contracts can be paused, resumed and canceled.

06

Billing history

Every run is listed on the contract with date and status.

Sample process

From a new maintenance contract to the first invoice.

An example of a monthly maintenance contract.

Create a contract with customer, line item and cycle
On the due date, a draft invoice is created
Check the draft in the Document Generator
Send the invoice, the next run is scheduled

In chat, too: the ERP Agent can list, create, pause or cancel contracts. Creating a contract and billing immediately are critical steps and need your confirmation.

Frequently asked questions.

Does XOS send the invoice automatically?

No. On the due date, only a draft is created. You check it and send it yourself.

Who can pause or cancel contracts?

Everyone with access can create and view contracts. Pausing, canceling and immediate billing are reserved for management.

See Recurring Contracts in your daily work.

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