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Recurring Invoices

Set up automatic invoicing for customers you bill regularly—subscriptions, retainers, monthly services.

When to Use Recurring Invoices​

  • Monthly subscriptions
  • Retainer agreements
  • Rent or lease payments
  • Regular service contracts
  • Membership fees

Creating a Recurring Invoice​

1. Go to Invoicing​

Click Invoicing in the left menu.

2. Click Recurring (or New Recurring)​

Look for Recurring Invoices or create a new invoice and toggle the recurring option.

3. Set Up the Schedule​

Configure:

  • Start date - When to send the first invoice
  • Frequency - Weekly, Monthly, Quarterly, Yearly
  • End date (optional) - Stop after a specific date
  • Number of invoices (optional) - Stop after X invoices

4. Add Invoice Details​

Same as a regular invoice:

  • Customer
  • Line items
  • Payment terms

5. Choose Delivery Method​

  • Auto-send - Automatically email when generated
  • Draft - Create as draft for review before sending

6. Save​

Click Save to activate the recurring schedule.

Managing Recurring Invoices​

View All Recurring​

Go to Invoicing → Recurring to see all active schedules.

Pause or Stop​

Click on a recurring invoice to:

  • Pause - Temporarily stop generation
  • End - Stop permanently
  • Edit - Change frequency or amount

View Generated Invoices​

See all invoices created from a recurring schedule in its detail view.

Best Practices​

  • Set up reminders to review recurring invoices periodically
  • Update amounts before price increases go into effect
  • End recurring invoices when contracts expire
  • Keep customer contact info updated for delivery