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How to Set Up Recurring Invoices

Recurring invoices - called "Repeating Invoices" in the live product - let you automatically generate the same invoice on a fixed schedule, useful for…

Steps

  1. Go to Get Paid → Invoices.
  2. Click "New Repeating Invoice."
  3. Fill in the customer, line items, taxes, and any notes or terms, just as with a normal invoice.
  4. Set the schedule: how often it repeats (e.g. Every 1 Month(s)), the invoice date, how many days after the invoice date the bill is due, and an optional end date.
  5. Choose what should happen each time it's generated: Save as Draft, Approve, or Approve for Sending.
  6. Save the repeating invoice schedule.

Good to Know

Repeating invoices appear under the "Repeating" quick-filter tab on the main Invoices page, alongside your regular one-time invoices.

Related Articles

  • How Automated Invoicing Works
  • How to Stop or Modify Automated Invoicing
  • How to Create Your First Invoice

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