Set up recurring invoices

Overview

A recurring schedule creates future invoices for a service billed regularly. It carries the client, amounts, and terms from an invoice into the schedule.

Each occurrence can create a draft for review or automatically send an invoice. Payments remain client-initiated; the schedule does not automatically charge a saved card.

Before you start

You need access to recurring schedules in an enabled customer-invoicing workspace and an invoice for the recurring service.

1Start from the invoice

Open the invoice and choose Repeat monthly.

2Review the first repeat

Check the next date. The first occurrence is in the future, so creating the schedule does not send another invoice immediately. Choose draft creation when each invoice should be reviewed first.

3Customize and save

Open Customize the schedule if you need another interval or an end condition. Check the draft or automatic-send choice before saving.

4Manage the schedule

Find the schedule in Recurring and review its next occurrence. Pause it when the service stops or future invoices should no longer be created.