Recurring Invoices

Set up automatic invoicing for ongoing services.

When to Use Recurring Invoices

Perfect for:

• Monthly retainers
• Subscription services
• Regular maintenance
• Ongoing consulting

Creating a Recurring Invoice

1. Create a new invoice
2. Toggle Make Recurring
3. Set frequency:

- Weekly

- Monthly

- Quarterly

- Yearly

1. Set start and end dates
2. Save

Recurring Options

Frequency

How often to generate invoices

Duration

• Forever (until cancelled)
• Fixed number (e.g., 12 months)
• Until specific date

Auto-Send

• Draft only (review before sending)
• Auto-send (send automatically)

Managing Recurring Invoices

View All Recurring

Go to Invoices > Recurring to see:

• All recurring schedules
• Next invoice date
• Client
• Amount

Editing

Changes apply to:

• This invoice only
• This and future invoices
• All invoices in series

Stopping

• Pause: Temporarily stop
• Cancel: Stop permanently