Recurring invoices can save you time and effort by automatically sending invoices to your clients at a weekly, monthly, yearly, or custom frequency.
Here are some examples of how our customers use our recurring invoicing feature:
Lawyers charge clients monthly retainer fees until a case is closed.
Accountants and bookkeepers charge clients a monthly fee for their ongoing services.
Consultants charge clients a weekly fee as part of a fixed rate / fixed time contract for a project or training series.
Setting up a recurring invoice series
The steps to set up a recurring invoice series are nearly identical to sending an invoice, barring the few additional fields that are selected for a recurring invoice series.
After selecting the Invoice date and Due date, click on the Repeat dropdown field. This field is set to Never by default. Selecting Monthly on the first day, Monthly on the last day, Weekly on Friday, Daily, or Custom converts a one-time invoice into a recurring invoice series.
Selecting an option such as Monthly on the last day displays additional fields to further customize duration of the recurring invoice series. You can choose to end the recurring invoice series after a set number of invoices, after a specific date, or in perpetuity.
Alternatively, selecting Custom, displays more fields to help you define the frequency and duration of your recurring invoice series. This flexibility may be helpful for biweekly, bimonthly, or quarterly invoicing cycles.
After you complete the invoice setup, you'll see a summary of the recurring invoice series in the email preview.
Viewing a recurring invoice series
After setting up and sending the first invoice in the recurring invoice series, you can view this series under Invoices > Recurring. Clicking on the row expands it to display the frequency and duration of the series as well as a list of invoices within the series that have been sent to your client so far.
Updating a recurring invoice series
After setting up a recurring invoice series, you may need to update the recurring invoice series to update the price, list of invoice items, or the frequency or duration of the recurring invoice series.
Currently, you cannot directly update a recurring invoice series but, as a workaround, you can duplicate the recurring email series, edit it, send it, and then cancel the original recurring email series.
First, duplicate the recurring email series by clicking the ... on the appropriate row and then selecting Duplicate.
After you send the duplicated recurring invoice series, you can cancel the recurring invoice series of the original recurring invoice series by clicking ... on the appropriate row and then selecting Cancel. Refer to the screenshots in the next section.
Canceling a recurring invoice series
If you need to end a recurring invoice before the series is complete, you can do so by by clicking ... on the appropriate row and then selecting Cancel.
A confirmation modal will display and then click the Continue button.
After the recurring email series is canceled, the status in the table will change to Canceled.
After a recurring email series is canceled, you can still click on the row to expand it to display the frequency and duration of the series as well as a list of invoices within the series that had been sent to your client.
For a more complete guide fully detailing all aspects of the Invoicing tool, please take a look at our Invoicing Tool Getting Started guide.
If you still have any questions, please feel free to reach out to our team.