Recurring invoices
Set up an invoice once and have it made for you every week, month, quarter or year.
Recurring invoices suit retainers, maintenance plans and monthly services. They are free on every plan.
Set one up
- Open Invoices, then the Recurring tab.
- Create a schedule: the customer, the lines, and how often (weekly, monthly, quarterly or yearly).
- Pick the date of the first invoice. Monthly schedules come back to the same day each month, or the last day of a shorter month.
- Turn on auto-send if you want each invoice sent as soon as it is made. Leave it off to get a draft you check first.
Change or stop a schedule
Open the schedule to edit the lines or the next date, or switch it off to pause it. Invoices already made are not changed.
Tax on recurring invoices
Each invoice uses the tax rules in place on its own invoice date. If a rate changes, new invoices pick it up.