Working on an ongoing project with a client and billing the same amount regularly? Automate it to save time and keep your revenue consistent.
1. Set up a recurring invoice
From the Revenues page, click the three-dot menu and select “Schedule recurring invoice.”
Fill in the details just like a standard invoice:
Client name
Payment terms
Items, amounts, VAT rates
Design (fonts, colors, style)
Then, define your recurrence settings in the panel on the right.
You can also:
Enable automatic sending for each invoice
Customize the email template sent to your client
2. Pause a recurrence
Need to temporarily stop a recurring invoice?
Go to the Revenues page and open the “Recurrences” tab to view all your scheduled invoices.
In the Status column, click Pause.
3. Delete a recurrence
To permanently stop a recurring invoice:
Go to the Revenues page and open the “Recurrences” tab.
In the Status column, click Delete.
Need more help?
If you have any questions or run into issues, our support team is here for you. Don’t hesitate to reach out—we’ll help you get everything running smoothly.