Recurring Invoices: How to Create Them and How They Work

Recurring invoices allow you to automatically issue invoices to a client on a schedule you define.

Below, you can learn how to set them up and manage them.

To create a recurring invoice:

You will then be prompted to configure it.

First, select the client the invoices will be issued to and the folder where the generated invoices will be added. Then fill in the required services or items.

Next, configure the recurring schedule.

The Start On date determines when the first invoice will be generated.

After that, complete the remaining invoice details as needed.

At the bottom of the page, you can also adjust Advanced Options, where you can configure additional settings for the recurring invoice.

Once created, a recurring invoice works as a schedule that automatically generates invoices at the interval you define. A recurring invoice itself is not sent to the client.

For example, if the schedule is set to Monthly, a new invoice will be created each month and added to the folder you selected during setup.

If the option Send invoices to email with link to payment page is enabled during setup, each generated invoice will be automatically sent to the client by email.

In addition to the email notification, you can also choose to send the invoice through a conversation.

To do this, click the Settings icon next to the Send invoices to email with link to payment page option and select the conversation where the invoice should be sent. Note that the client must be part of that conversation in order to see the message.

From the same settings window, you can also edit the invoice email message and add an additional recipient if needed.

When creating recurring invoices, you can also decide how payments should be handled. You can either collect payments automatically, or have each invoice sent to the client for manual payment.

Recurring invoices can be charged automatically when Stripe is connected as your primary gateway for card payments.

The first invoice must be paid manually so the client can enter their billing details.

If the option Automatically charge the client after the first successful payment is enabled, each new invoice generated by the recurring schedule will be automatically charged through Stripe.

Auto-payments for recurring invoices are currently supported only through Stripe.

You can configure your payment methods under Settings → Payments. After connecting Stripe, make sure it is selected as the Primary gateway for card payments, and choose the Credit Card option when setting up the recurring invoice.

Recurring invoices can be found under Browse → Invoices.

From there, you can filter invoices by:

This makes it easy to quickly locate and manage the invoices you need.

Still need assistance? Contact support.