Available on: Business and Enterprise plans
Recurring invoices let you set up automatic invoice generation on a schedule — ideal for subscriptions, retainers, or regular service billing.
Access
From the My Invoices page, click the Recurring button in the toolbar.
Creating a Recurring Template
- Click Create Recurring Template.
- Fill in the template form:
| Field | Description |
|---|---|
| Customer | The customer who will receive the recurring invoices |
| Line Items | Products/services with quantities and prices |
| Frequency | How often to generate: Weekly, Monthly, Quarterly, Yearly |
| Start Date | When the first invoice should be generated |
| End Date | Optional — when to stop generating (leave blank for indefinite) |
| Notes | Notes included on each generated invoice |
- Click Save.
How It Works
- The system automatically generates a new DRAFT invoice at each scheduled interval.
- Generated invoices appear in your My Invoices list with source badge portal.
- You still need to Finalize and Send each generated invoice (or set up auto-send in the template).
Managing Templates
From the recurring templates list, you can:
| Action | Description |
|---|---|
| Edit | Modify the template (changes apply to future invoices only) |
| Toggle Active/Inactive | Pause or resume invoice generation |
| Delete | Remove the template (existing generated invoices are not affected) |
Limits
Your Seller Level determines your monthly invoice quota. Recurring invoices count toward this limit. If the limit is reached, generation is paused until the next billing cycle.
📸 Screenshot: Recurring template form — to be added