What Are Recurring Invoices?
Recurring invoices automatically generate new invoices at specified intervals:- Weekly subscriptions
- Monthly retainers
- Quarterly services
- Annual contracts
Creating a Recurring Invoice
Step 1: Create Base Invoice
- Create invoice as normal
- Fill in all details
- Set up line items
- Configure payment terms
Step 2: Enable Recurring
- Toggle Recurring
- Select recurrence interval:
- Weekly: Every 7 days
- Bi-weekly: Every 14 days
- Monthly: Every month
- Quarterly: Every 3 months
- Yearly: Every year
Step 3: Set Next Date
- Choose when first invoice generates
- System calculates subsequent dates
- Can be adjusted later
Step 4: Save Template
- Invoice becomes recurring template
- New invoices generate automatically
- Original invoice acts as template
How Recurring Invoices Work
Automatic Generation
- System runs daily (via cron job)
- Checks for invoices due
- Creates new invoices automatically
- Updates recurrence date
Invoice Details
- New invoice number each time
- Updated dates (issue and due)
- Same line items and amounts
- Same client and settings
Email Sending
- Respects Send Invoice on Save setting
- Sends automatically if enabled
- Uses default email template
- Includes payment links
Managing Recurring Invoices
View All Recurring
- Go to Invoices > Recurring
- See all active templates
- View next generation date
- Check history
Edit Recurring Template
- Modify structure
- Update amounts
- Change intervals
- Adjust dates
Pause Recurring
- Disable temporarily
- Keep template for later
- Resume when needed
Stop Recurring
- Convert to regular invoice
- Stop automatic generation
- Archive template
Best Practices
When to Use Recurring
- Monthly retainers
- Subscription services
- Regular maintenance
- Ongoing projects
Setting Up Correctly
- Use clear descriptions
- Set appropriate intervals
- Include all necessary details
- Test with first invoice
Monitoring
- Review generated invoices
- Check payment status
- Update amounts if needed
- Handle client changes
Limitations
- Requires Professional subscription
- Limited to supported intervals (more in the pipeline)
- Must have client email
- Subject to invoice limits