How to create a recurring invoice

Recurring invoices help you bill for repeat work without rebuilding the same invoice each cycle.

1. Create an invoice and complete Invoice details and Item & Pricing details.

2. On Payment details, turn on Make invoice recurring.

3. In Set recurring invoice, enter the number beside Every and choose the available interval type.

4. Under Ends, choose Never, After a specified number of invoices, or On a selected date.

5. Review the schedule and select Enable Recurring Invoice.

6. Continue to Review invoice and finish creating it.

Recurring invoice due dates are set seven days from each issue date, as indicated in the setup window. Make sure that timing matches the agreement with your client before enabling the schedule.

A recurring invoice schedule does not by itself prove that the client’s card will be charged automatically. The client still needs to complete the required payment process unless a separately supported authorization has been set up.

Check the first generated invoice to confirm the amount, client details, and dates are correct.