Recurring Invoices

What it does

Recurring Invoices automatically generate and optionally send invoices on a set schedule. This is ideal for subscriptions, retainers, or any regular billing arrangement. Each recurrence creates a new standalone invoice.

Key actions

• Create recurring schedules (weekly, monthly, yearly, or custom)
• Auto-send invoices on generation or review before sending
• Pause and resume recurring schedules
• Run a schedule immediately to generate the next invoice
• Duplicate recurring templates

Getting started

Go to Sales > Invoices and click "Recurring" in the top tabs. Create a new recurring invoice, set the frequency and start date, then activate it.