Recurring invoices
Bill retainers, rent, subscriptions and AMCs automatically every week, month, quarter or year.
Where to find it: Sell & buy → Recurring invoicesOpen in app
Set up a schedule
- 1Go to Recurring invoices and click New recurring invoice.
- 2Choose the Customer and, for goods, the Ship from warehouse.
- 3Pick the Frequency: Weekly, Monthly, Quarterly or Yearly.
- 4Set the First run date. Optionally set Ends on — leave blank to repeat indefinitely.
- 5Add the line items, notes and terms exactly as they should appear on each invoice. Check the Per-cycle amount.
- 6Tick Auto-issue to issue each invoice straight away; leave it unticked to get a draft you review first.
- 7Click Create template.
Tip: With manual invoice numbering, generated invoices always stay as drafts so you can type the number.
Manage templates
- Run now — generate the next invoice immediately.
- Pause / Resume — stop and restart the schedule.
- Delete — remove the template. Invoices already generated are kept.
- The list shows Next run and how many invoices each template has Generated.
Still need help?
Email us at [email protected] — tell us what you were doing and attach a screenshot of any error.