Billing6 min

Setting up recurring payments

Automate your invoicing with recurring payments for subscription-based services and regular clients.

Save time and ensure consistent cash flow by setting up recurring invoices for your regular clients. Perfect for subscriptions, retainers, and ongoing services.

Step-by-Step Guide

1

Create a New Invoice

Start by creating a regular invoice with all the details you want to recur: client, items, amounts, and payment terms.

2

Enable Recurring

Toggle the 'Make this recurring' switch at the top of the invoice form.

3

Set Frequency

Choose how often the invoice should repeat: weekly, monthly, quarterly, or yearly. You can also set a custom frequency.

4

Configure Start Date

Select when the recurring invoices should start. The first invoice can be sent immediately or on a future date.

5

Set End Conditions

Choose when to stop: after a specific number of invoices, on a certain date, or never (until manually stopped).

6

Review and Activate

Review your recurring invoice settings and click 'Activate Recurring Invoice'. Invoices will be sent automatically based on your schedule.

Pro Tips

Clients receive automatic email notifications for each invoice

You can pause or modify recurring invoices anytime

Track all recurring invoices from the Recurring tab

Set up payment reminders for better collection rates