Setting Up Recurring Invoices

Requirements

Recurring invoices are available on the Pro plan. Upgrade from Settings > Subscription if you're on the Free plan.

Creating a Recurring Invoice

1. Create a new invoice as normal
2. Toggle the Recurring switch
3. Set your frequency: weekly, fortnightly, monthly, quarterly, or custom
4. Choose the start date and optionally an end date
5. Enable Auto-send if you want invoices delivered automatically

Managing Recurring Invoices

View all your recurring schedules from the Invoices page using the Recurring filter. You can pause, edit, or cancel any recurring invoice at any time.

Important Notes

• Each generated invoice creates a new tax point for VAT purposes
• Invoice numbers auto-increment based on your prefix settings
• Payment status is tracked independently for each generated invoice