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Set up recurring invoices

Create repeating invoice schedules for retainers and repeat jobs.

4 min
New recurring invoice form with frequency, first send date, end condition, upcoming sends, and Create schedule action

How it works

Recurring invoices are templates that generate future invoices on a schedule. They are useful for monthly maintenance, retainers, and repeat service work.

Steps

  1. 1

    Open Invoices, then Recurring schedules.

  2. 2

    Choose New recurring invoice.

  3. 3

    Select the client, frequency, start date, and end condition.

  4. 4

    Add the line items, tax settings, due date, notes, and reminder preference.

  5. 5

    Save the template. Future invoices are generated from the template while it is active.

Good to know

  • Changing a template affects future invoices, not invoices already generated.
  • You can pause or end a recurring schedule when the agreement changes.
  • Use recurring invoices only for predictable work. One-off jobs should use regular invoices.