You can use recurring invoices to automatically issue invoices to a client on a schedule you define.
Below, you’ll find how to set them up and manage them.
Creating a Recurring Invoice
To create a recurring invoice:
Click the + button at the top of the sidebar.
Select More.
Choose Recurring Invoice.
You will then be prompted to configure it:
First, select the client to whom the invoices will be issued. After selecting them, you can click on the three-dot menu showing up when you hover over their name to change the client, edit their billing details, or remove them from this invoice.
Choose the folder where the generated invoices will be added on the set schedule. You can hover over the folder’s name to open the three-dot menu to change or remove the folder.
Then fill in the required services or items.
Click on “Add item…” to add a one-time item, create a service, or choose an already created service (which can be managed under Settings → Services)
Hover over the service and click on the Edit (pen) button to update the service/item’s name, quantity, price, or remove a certain service.
Additionally, you can add a discount (fixed or percent), shipping for physical items, or add a Tax and edit its Name and percentage details.
Next, configure the recurring schedule.
Choose the recurrence interval (Every week, 2 weeks, Monthly, еvery 2 months, 3 months, 6 months, or Yearly)
Set the “Start On” date, which determines when the first invoice will be generated.
Select the checkbox “Never Expires” to allow the recurrence until manually stopped, or choose an “Ends on” date.
After that, adjust the payment settings:
Choose when the invoices should be due - in 1 day, 14 days, 30 days, 45 days, 60 days, or a custom period.
Enable or disable the Send invoices to email with link to payment page option.
If enabled, a gear button will appear, allowing you to add the email the invoice should be sent to, choose a conversation where it could be sent as well, and edit the message that will be displayed alongside the invoice.Enable or disable Automatically charge the client after the first successful payment.
To learn more about auto-payments, see How Recurring Invoices and Auto-Payments Work.Select the Payment gateways that would be active for this invoice.
To show up in the invoice creation window, the payment gateways should be configured in your workspace’s Settings → Payments.
Advanced Options
At the bottom of the page, you can also adjust Advanced Options, where you can configure additional settings for the recurring invoice:
Add or edit the Memo that will appear in the invoice’s header.
Add or edit the message in the invoice’s Footer.
Set a reminder with the option for a custom message to be sent to the client on 1,2, or 5 days before or after the invoice’s due date.
Select the currency for this specific invoice.
Select the language of this specific invoice.
On the right side of the screen, you’ll see the preview pane for the invoice, showing you the changes you make in the invoice’s settings in real time.
If you need to rename the invoice, you can click directly on its name or use the three-dot menu next to the Activate button. From there, you can also rename it, change the client, edit the memo, footer, and currency, activate the invoice, or delete it.
Once everything is set, click Activate to start the recurring schedule. You’ll see when the next invoice will be generated right under the recurring schedule.
Where to Find Recurring Invoices
Recurring invoices can be found under Browse → Invoices.
From there, you can filter invoices by:
Type
Amount
Status
Client
Author
Due Date
This makes it easy to quickly locate and manage the invoices you need.
Need additional assistance? Contact support.