Recurring Invoices

Automatically create and send invoices on a regular schedule.

When to Use Recurring Invoices

• Monthly retainer clients
• Ongoing services
• Rent or lease payments
• Maintenance contracts
• Any regular billing

Creating a Recurring Invoice

Step 1: Start New Invoice

Go to Invoices → Create Invoice.

Step 2: Add Client and Items

Fill in the invoice as usual:

• Client details
• Line items
• Amounts

Step 3: Make It Recurring

1. Toggle Make Recurring ON
2. Set the frequency:

• Weekly
• Every 2 weeks
• Monthly
• Quarterly
• Yearly

1. Set the start date
2. Choose when to end (or never)

Step 4: Configure Options

Choose:

• Auto-send (send automatically) or create as draft
• Days before due date to send
• Reminder settings

Step 5: Create

Click Create Recurring Invoice. It will run on schedule.

Managing Recurring Invoices

View All Recurring

Go to Invoices → Recurring to see all active recurring invoices.

Pause/Resume

1. Click on the recurring invoice
2. Toggle Active OFF to pause
3. Toggle back ON to resume

Edit Schedule

1. Open the recurring invoice
2. Click Edit
3. Change frequency or items
4. Save

Changes apply to future invoices only.

Stop Recurring

1. Open the recurring invoice
2. Click End Recurring
3. Choose to end immediately or after next invoice

Tracking

Each invoice created from recurring shows:

• That it's part of a recurring series
• The parent recurring invoice
• Previous invoices in the series

Related Articles:

• Creating an Invoice
• Creating a Subscription Plan
• Tracking Invoice Payments