Recurring invoices

A recurring invoice is sent on a schedule: a monthly retainer, a yearly licence, a weekly cleaning.

Make an invoice recurring

1. Create the invoice as usual.

2. Under Repeat, choose how often it’s sent: weekly, monthly, every 3 months or yearly.

3. Choose when the series ends: never, after a number of invoices, or on a date.

4. Click Start series.

Each new invoice gets the next number and today’s date, and is sent automatically. Reminders work as for any invoice.

Tip: To change the price for future invoices, edit the series; invoices already sent stay as they were.