Recurring invoices
Bill a customer the same amount every week, month, quarter or year, made and emailed for you.
Set one up
- In Sales, open the Recurring tab and choose New recurring invoice. Or, on an invoice you already made, choose Make recurring to start from it.
- Pick the customer under Bill To, and a project if you like.
- Choose How often: every week, every month, every 3 months or every year.
- Choose when payment is due: on receipt, or in 7, 15, 30, 45 or 60 days.
- Pick the date of the first invoice, and an end date if it should stop.
- Add the line items, and a tax rate and notes if you need them.
- Choose Save schedule.
Add the customer first, in the Customers tab. A monthly invoice set for the 29th, 30th or 31st goes out on the last day of a shorter month.
Emailed for you, or kept as a draft
With "Email each invoice to the customer automatically" on (it starts on), each invoice is made on its date and emailed to the customer like Send does, with the PDF and pay link.
Turn it off and each invoice waits on the Invoices tab as a draft for you to check and send. An invoice that cannot be emailed, such as one for a customer with no email on file, also waits as a draft.
Change, pause or stop a schedule
Each schedule on the Recurring tab says how often it runs, when the next invoice goes, and whether it is emailed or saved as a draft.
- Edit: change anything, including the date of the next invoice.
- Pause: no invoices are made until you choose Resume.
- Delete: stops the schedule. Invoices it already made stay as they are.
A schedule with an end date shows Ended after its last invoice. If your plan lapses, no invoices are made until it is active again.
Skip reminders for a schedule
If overdue reminders are on, they go out for these invoices like any other. To skip them for one schedule, tick "Don’t send overdue reminders for these invoices".