Recurring Invoices

Automate your regular billing by setting up invoices that generate on a schedule.

Overview

Recurring invoices are templates that automatically create new invoices at specified intervals. Ideal for:

• Monthly retainers
• Subscription billing
• Rent collection
• Maintenance contracts
• Regular consulting fees

Creating a recurring invoice

1. Go to Recurring Invoices > New
2. Fill in the template:
   • Customer — Who to bill
   • Line items — What to bill for (descriptions, amounts, VAT)
   • Frequency — How often (weekly, monthly, quarterly, yearly)
   • Start date — When to start generating
3. Click Save

The recurring invoice is created in Active status and will generate its first invoice on the next scheduled date.

Frequency options

Frequency	Description
Weekly	Every 7 days
Monthly	Same day each month
Quarterly	Every 3 months
Yearly	Once per year

Managing recurring invoices

Pause

Temporarily stop invoice generation:

1. Open the recurring invoice
2. Click Pause
3. Status changes to Paused — no invoices are generated

Resume

Restart a paused recurring invoice:

1. Open the paused recurring invoice
2. Click Resume
3. Generation continues from the next scheduled date

Edit

Editing a recurring invoice affects future invoices only. Previously generated invoices are not changed.

Delete

Remove the recurring template entirely. Previously generated invoices remain in your records.

Generated invoices

Each time a recurring invoice fires, a new invoice is created:

• It uses the template's line items and customer
• It follows your current invoice numbering
• It starts as a Draft (review and send) or auto-sends if configured
• Each generated invoice is independent — you can edit it without affecting the template

Viewing history

The recurring invoice detail page shows all previously generated invoices, so you can track the full billing history.

Bulk actions

• Pause / Resume — Toggle multiple recurring invoices
• Delete — Remove multiple templates

Tips

• Combine with contracts for contract-based billing
• Review generated invoices before the first auto-send to make sure everything looks right
• Use the next occurrence preview to see when the next invoice will be created
• Check the active count and metrics at the top of the page