Send & CollectPro Feature

Recurring Invoices

Set it once, invoice forever.

If you bill the same clients on a regular basis, recurring invoices save hours of repetitive work. Set up a schedule — weekly, fortnightly, monthly, quarterly, or custom intervals — and Invoify generates and optionally sends each invoice automatically. Every recurring invoice gets its own number, PDF, and tracking entry. Configure it once and let the system handle the rest.

Key Benefits

Why your business needs this

01

Eliminate repetitive work

Stop creating the same invoice every month. Set up the schedule once and recurring invoices are generated automatically on your chosen dates.

02

Never miss a billing cycle

The daily cron job generates invoices at 06:00 UTC reliably. No forgetting, no delays, no manual calendar reminders.

03

Automatic email delivery

Enable auto-send and each generated invoice is emailed to your client automatically with a professional PDF attachment.

04

Consistent cash flow

Regular, predictable invoicing leads to regular, predictable income. Your clients know when to expect their invoices and can plan payments.

How It Works

Step by step

1

Create a recurring schedule

Choose a base invoice, set the frequency (weekly, monthly, quarterly, or custom), start date, and optional end date.

2

Configure delivery

Choose whether to auto-send each generated invoice by email, or to create them as drafts for manual review first.

3

Invoices generate automatically

At 06:00 UTC each day, the system checks active schedules. If an invoice is due, it is generated with the correct number, dates, and amounts.

4

Track and manage

View all generated invoices from the recurring schedule detail view. Pause, resume, or modify schedules at any time.

Capabilities

Everything included

Flexible frequencies

Weekly, fortnightly, monthly, quarterly, biannual, annual, or custom day intervals.

Auto-send option

Generated invoices can be emailed automatically — zero manual intervention.

Auto-numbering

Each generated invoice gets the next sequential number from your numbering scheme.

PDF generation

Professional PDFs are generated automatically for each recurring invoice.

Schedule management

Pause, resume, edit, or cancel recurring schedules from a dedicated management page.

Daily processing

Reliable cron job at 06:00 UTC ensures no invoice is missed.

Business Impact

Save 2+ hours per month

Businesses with 5+ recurring clients save over 2 hours per month by automating invoice generation. That time compounds: over a year, it is more than a full working day recovered for revenue-generating work.

Configuration Tips

  1. 1Start with monthly recurring invoices for your retainer clients — it is the most common frequency.
  2. 2Use auto-send for trusted, stable billing relationships. Use draft mode for invoices that might need adjustment.
  3. 3Set an end date for fixed-term contracts to avoid accidentally billing after the engagement ends.