Invoicing3 min read
Set up recurring invoices
A recurring invoice is a template that auto-issues a real invoice on the schedule you set.
01Create a recurring schedule
- 1Open Invoices → Recurring → New.
- 2Pick the customer and add the lines (just like a normal invoice).
- 3Choose the cadence: weekly, monthly, quarterly, yearly, or custom days.
- 4Pick a start date and (optionally) an end date or end-after-N-issues.
- 5Choose Auto-send to email the invoice when it issues, or leave on Hold for manual review.
02Pause, resume and edit
From the Recurring list, hit Pause to skip the next issue without ending the schedule.
Edit lines or pricing — the change applies to the next issue, not the past.
End-of-life: hit Stop to end the schedule. Issued invoices remain unchanged.
03What happens on issue day
A real invoice is created and posted, with the next number in the sequence.
If Auto-send is on, the email is sent in the customer's preferred language.
The recurring schedule moves on to the next slot automatically.