Recurring Invoices

Recurring invoices automate regular billing. Set up a schedule once and the system generates invoices automatically on your chosen frequency.

Creating a Recurring Invoice

Go to Invoices > Recurring and click + New Schedule. Configure:

Client – the client to invoice
Frequency – how often to generate: weekly, fortnightly, monthly, quarterly, or annually
Next Run Date – when the first (or next) invoice should be generated
End Date – optionally set a date to stop generating (leave blank for indefinite)
Day Settings – choose the specific day of the month or week for generation
Line Items – the template items that will appear on each generated invoice
Discount – a flat discount to apply each time
Terms & Notes – default text for each generated invoice
Brand – optionally use a sub-brand for the generated invoices
Auto-Send – tick this to automatically email the invoice to the client when it is generated

How It Works

A background process checks recurring schedules daily. When a schedule’s next run date arrives, an invoice is created using the template items. If auto-send is enabled, the invoice is emailed to the client immediately. The next run date is then advanced based on the frequency.

Pause & Resume

You can pause a recurring schedule at any time. While paused, no invoices are generated. Resume it when you’re ready to restart billing.

Status

Active – the schedule is running and will generate invoices on the next run date
Paused – temporarily stopped, no invoices generated
Completed – the end date has passed and no more invoices will be generated

Managing Schedules

Edit a schedule to change the frequency, items, or dates. Delete a schedule to remove it entirely. Previously generated invoices are not affected when you edit or delete a schedule.