Recurring services

Use this page to view, filter and manage the recurring services you have set up for customers.

What's on this page

• Customer – filter to show services for the selected customer.
• Horse – filter to show services linked to the selected horse.
• Active – button group to toggle between active and inactive services; Active is selected by default.
• Search – type any text to quickly find a customer or horse; the list updates as you type.
• Add recurring service – primary button that opens the save recurring service modal to create a new contract.
• Table of recurring services – each row shows a gear icon, the Horse (name and bloodline), the Service name (and description/comment), Price (ex. VAT) with usage period (e.g., per month), VAT, and Start/end date. Columns Service name, Horse, and Start/end date are sortable by clicking the column header.
• If no services match the filters, a No recurring services message is displayed.

Common tasks

Add a new recurring service

1. Click Add recurring service.
2. In the modal, select the horse(s), choose a service, set start and optional end dates, price and any comment.
3. Press Save to create the service.

Find a specific service

1. Type the customer or horse name in the Search box, or select a Customer or Horse filter.
2. Adjust the Active filter if you need to see inactive contracts.
3. The table updates to show matching services.

View or edit an existing service

1. Click a row (or the gear icon) in the table to open the service details.
2. On the detail page you can modify the contract and Save (if you have permission).

Good to know

• Your filters (Customer, Horse, Active) are saved in the browser and stay applied when you return to the page.
• The Add recurring service button and this page are only visible when you may manage the financial module.
• When a service has no end date, the Start/end date column shows “n/a”.
• If no company details are set up, a prompt appears with a Setup company details button; you need to add company details before creating services.

save recurring service – opened by Add recurring service.

Recurring service

Use this form to create or edit a recurring service contract for horses.

Horses

• Choose the horses that will receive the service (only when adding a new contract).

Service

• Pick the service (product) to bill; cannot be changed later for an active contract.

Start date

• First day the service is charged; not shown when the contract already started.

End date

• Last day the service is charged; leave empty for an ongoing contract.

Price per usage

• The price per usage (e.g., per month) is pre‑filled from the selected service but can be edited; the currency appears on the right.

Comment

• Add an internal note about the contract.

After saving

• The contract appears in the Service contracts list; recurring charges are generated automatically and will be added to future invoices.