Setting up a recurring invoice schedule

Recurring invoices are created automatically on a schedule for ongoing client work or monthly services. Available on Pro and Business plans.

How to create a recurring schedule

1. Click Recurring in the sidebar (or on the Invoices page), then click New schedule.

2. Under Type, choose Recurring invoice, then select the Client and, optionally, a Project and a Name.
3. Under Repeats, choose Every week, Every 2 weeks, Every month, Every 3 months or Every year, and set First invoice on.
4. Under Ends, choose Never, On a date, or After a number of invoices.
5. Add your line items, then set the tax rate, Discount and Payment due after (days). The currency starts as the client's currency; you can change it in the Currency menu above the line items.
6. Tick Email each invoice to the client automatically, or leave it off to have each invoice saved as a draft with a notification to review and send it.
7. Click Create schedule.