Recurring Invoices

Auto-generate invoices on a schedule. Same end rules and pause/resume as recurring jobs.

Recurring Invoices generate one invoice per cycle, with the same end-rule and pause/resume controls as Recurring Jobs. Cadence is Monthly, Quarterly, or Annually.

Setting one up

Sidebar -> Recurring Invoices (Money group).
- New schedule: customer, line items, tax, cadence, and end rules.
Save.

Auto-send vs draft

Each schedule has an Auto-send toggle. Left off (the default), a generated invoice lands in Draft for you to review and send. Turned on, the invoice emails to the customer automatically, which is what you want for fixed-line-item subscriptions.

Use cases

Monthly maintenance plan billing.
Quarterly pest-control packages.
Annual service-contract renewal billing.
Net-30 retainer billing.

Plan tier

Recurring Invoices is on Professional and up.