Setting Up Recurring Invoices

Recurring invoices automate billing for retainer clients, subscriptions, and regular services.

How to Create a Recurring Invoice

1. Go to Invoices → Create New Invoice
2. Fill in client and line item details as usual
3. Toggle Make this a recurring invoice
4. Choose your billing frequency:
   • Monthly (same day each month)
   • Quarterly (every 3 months)
   • Annually (once per year)
5. Set a start date and optional end date
6. Save the recurring invoice template

Managing Recurring Invoices

• View Active Schedules: Go to Invoices → Recurring tab
• Pause or Resume: Click the toggle to pause/resume automatic billing
• Edit Template: Changes apply to future invoices only
• Delete Schedule: Stops all future automatic invoices

Recurring invoices are automatically sent to your client on the scheduled date. You'll receive a notification when each invoice is sent.

Note: Clients will receive each invoice via email and can pay through any of your enabled payment gateways.