Recurring Invoices

Recurring invoices let you automate billing for ongoing services — subscriptions, retainers, monthly maintenance, etc.

Creating a recurring invoice

1. Go to Recurring in the sidebar
2. Click New Recurring Invoice
3. Fill in:
   • Contact — who gets billed
   • Frequency — how often (monthly, quarterly, yearly)
   • Next due date — when the first invoice should be created
   • Template items — the line items that appear on each generated invoice
   • Notes — default notes for generated invoices
4. Click Save

How it works

When a recurring invoice’s next due date arrives, the system automatically:

1. Creates a new invoice from the template
2. Copies all line items, notes, and contact
3. Sets the status to Draft
4. Advances the next due date by the frequency interval

You can then review and send the generated invoice.

Managing recurring invoices

• Pause — toggle Active off to stop generating invoices
• Edit — change the template, frequency, or next date
• Delete — remove the recurring template (existing generated invoices are not affected)

Tips

• Review generated invoices before sending — prices or scope may have changed
• Use the Notes field for standard payment terms
• Set the first due date to when you want billing to start, not today