Generate recurring invoices on a schedule

Setup

Start from billing details you already reviewed

A recurring schedule begins with a client and an existing invoice. That invoice becomes the template for the repeated content and payment details, so the schedule does not start from an empty form.

1. STEP 01

   Select a client

   Choose the customer who will receive each generated invoice.

2. STEP 02

   Choose an invoice template

   Use an existing invoice as the source for content and payment details.

3. STEP 03

   Set the schedule

   Choose the frequency, next run date, optional end date, and delivery behavior.

Schedule controls

Choose how often billing repeats

Schedule invoices daily, weekly, every two weeks, monthly, quarterly, or yearly. Set the next run date and leave the schedule open-ended or give it an end date.

• Daily, weekly, biweekly, monthly, quarterly, and yearly frequencies
• A clear next run date
• Optional end date
• Active, paused, and cancelled states

Delivery control

Review first or use automatic sending

Keep auto-send off when each generated invoice needs review, or enable it when the schedule should generate and send without a manual step. The schedule detail remains visible either way.

• Optional auto-send setting
• Generate an invoice immediately when needed
• Pause and reactivate active schedules
• Cancel schedules without hiding their operational state

History

Keep every generated invoice in the normal workflow

Generated invoices appear in the recurring schedule history with invoice number, issue date, due date, amount, status, and creation time. Teams can open the invoice and continue with the standard invoice and collection workflow.