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You bill the same client the same amount every month. Or every week. Or every quarter. Creating that invoice manually each time is tedious. Forgetting to send it is expensive. Recurring invoices solve both problems. Set it up once, and invoices generate and send automatically on schedule. You get paid without thinking about it.

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Creating a recurring invoice

1

Create the invoice

Build your invoice as normal — customer, line items, amounts.
2

Make it recurring

Instead of clicking Send, click Make Recurring.
3

Set the schedule

How often?
  • Weekly
  • Bi-weekly
  • Monthly
  • Quarterly
  • Annually
  • Custom interval
4

Set the timing

  • Start date: When the first invoice generates
  • End date: When to stop (leave blank for indefinite)
  • Send day: Which day of the period to send
5

Save

Invoices now generate automatically on schedule.

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Schedule options

FrequencyBest for
WeeklyOngoing weekly services, hourly billing
Bi-weeklyEvery two weeks
MonthlyRetainers, subscriptions, SaaS
QuarterlyQuarterly services, consulting
AnnuallyAnnual renewals, maintenance contracts
CustomAny specific interval (every 45 days, etc.)

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Timing details

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Start date

When should the first invoice go out? Can be today or a future date.

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End date

When should invoices stop? Leave blank if it’s ongoing (like a retainer with no end date).

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Number of occurrences

Alternative to end date — “send 12 invoices then stop.”

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Send day

  • For monthly: which day (1-28, or “last day of month”)
  • For weekly: which day of the week

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Auto-send vs. draft mode

ModeWhat happens
Auto-sendInvoice generates and emails automatically
DraftInvoice generates but waits for your review
Use draft mode if amounts might vary or you need to add details before sending. Auto-send if it’s truly the same every time.

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Managing recurring invoices

View all your recurring schedules:
  1. Go to Invoicing → Recurring
  2. See all active and paused schedules
  3. Click any to view details

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Pause

Stop temporarily without deleting:
  1. Click the recurring invoice
  2. Click Pause
  3. No new invoices generate until you resume
Useful for clients on vacation or projects on hold.

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Resume

Click Resume to restart a paused schedule. Next invoice generates on the normal schedule.

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Edit

Change the amount, line items, or schedule:
  1. Click the recurring invoice
  2. Click Edit
  3. Make changes
  4. Save
Changes apply to future invoices. Already-generated invoices stay as they were.

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Cancel

Stop permanently:
  1. Click the recurring invoice
  2. Click Cancel
  3. No future invoices generate
Previous invoices remain in your records.

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Generated invoices

Each recurring schedule creates individual invoices:
  • Linked back to the recurring schedule
  • Can be edited individually if needed
  • Track payments separately
View all generated invoices from the recurring invoice detail page.

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Dynamic content

Use variables for content that changes:
VariableWhat it becomes
{{period_start}}Start date of billing period
{{period_end}}End date of billing period
{{month}}Current month name
{{year}}Current year
Example line item: “Monthly retainer - ” Becomes: “Monthly retainer - February 2025”

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Changing prices

Need to raise your rates?
  1. Edit the recurring invoice
  2. Update the line item amounts
  3. Save
The next invoice uses the new price. Previous invoices keep the old price.

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Notifying customers

Configure what customers receive:
SettingWhat it does
Invoice emailThe invoice itself (customizable)
Upcoming noticeHeads-up before billing (“You’ll be billed $X on March 1”)
Payment receiptConfirmation when payment received
Upcoming notices are good for larger amounts or new recurring relationships.

Accept payments

Get paid online.