Recurring Invoices
Automate invoice generation for subscription billing, retainers, or any regular billing cycle.
Creating a Recurring Invoice
- Navigate to Recurring Invoices and click New
- Select a customer and add line items (same as a regular invoice)
- Set the schedule:
- Frequency — How often to generate (weekly, monthly, quarterly, yearly)
- Start Date — When the first invoice should be created
- End Date — Optional end date to stop generation
- Save
How It Works
A background scheduler checks for due recurring invoices and automatically creates new draft invoices based on the template. Generated invoices are regular invoices — you can review, edit, and publish them like any other.
Managing Recurring Invoices
| Action | Description |
|---|---|
| Pause | Temporarily stop generating invoices |
| Resume | Resume a paused recurring invoice |
| Generate Now | Immediately create the next invoice regardless of schedule |
| Edit | Update line items, customer, or schedule for future invoices |
| Delete | Remove the recurring template (existing generated invoices are not affected) |