Recurring invoices
A recurring invoice is a template and a schedule. Work raises an invoice from it each period.
They are listed under Invoices → Recurring.
Creating one
Press New recurring invoice.
| Field | Notes |
|---|---|
| Name | Internal label, for example “Monthly retainer”. Required |
| Client | The company billed |
| Billing contact | The recipient |
| Frequency | Monthly, Quarterly or Annual. Monthly by default |
| Day of month | 1 to 28 |
| Payment terms (days) | 30 by default. Sets the due date relative to the issue date |
| Send each invoice automatically | Off by default |
| Invoice subject | Applied to each raised invoice |
| Notes | Applied to each raised invoice |
Line items use the same editor as invoices (see Invoices).
Day of month is capped at 28 so that every schedule can run in February.
Each period
One invoice is raised per period, with the issue date set to the schedule date and the due date set by the payment terms. Line items are copied with their tax rates.
With Send each invoice automatically on, the invoice is sent and emailed. With it off, the invoice is left as a draft.
If the billing contact has no email address, the invoice is raised as a draft.
An invoice is raised at most once per period.
Issuing early
The Issue now card raises the current period's invoice immediately and advances the schedule. It is refused when the schedule is paused or has no line items.
Pausing
Pause stops the schedule and changes the badge from Active to Paused. Resume restarts from the next period. Periods passed while paused are not billed retroactively.
The recurring invoice page
Shows status, client, billing contact, Bills (for example, “Monthly, on the 15th”), next issue date or “Paused”, last issued or “Never”, payment terms (“Net 30 days”), sending setting and notes. An Invoices raised card lists the invoices produced.
Deleting
A schedule that has never raised an invoice can be deleted. One that has raised invoices can only be paused.