Setting Up Recurring Invoices

PRO feature - Perfect for retainer clients, monthly services, and subscriptions.

What Are Recurring Invoices?

Invoices that automatically generate and send on a schedule:

• Monthly retainers
• Subscription services
• Regular maintenance contracts

Creating a Recurring Invoice

1. Create an invoice as normal
2. Check Make this recurring
3. Set frequency: Weekly, Monthly, Quarterly, Yearly
4. Set start and optional end date

What Happens

On schedule:

1. New invoice automatically created
2. Invoice number incremented
3. Email sent to client
4. You get a notification