How do I set up a recurring invoice?
Turn on recurring billing while creating an invoice so it generates automatically each month.
A recurring invoice generates automatically on a set day each month, so you do not have to rebuild the same bill every billing cycle. You turn it on while creating the invoice in the wizard.
Make an invoice recurring
- Open Invoices from the sidebar and click New Invoice.
- Choose the Classic wizard.
- On the Details step, make sure the document type is Invoice and tick Make recurring.
- Set the Day of month (1–31) the invoice should be generated on.
- Set a Start date, and optionally an End date to stop the schedule.
- Tick Auto-send if you want each generated invoice emailed to the customer automatically.
- Finish the rest of the wizard as usual and save.
When recurring is available
The Make recurring option only appears when you are creating a new standard Invoice — not for quotes, proforma, deposit, or credit notes, and not when editing an existing invoice. The frequency is fixed to monthly.
Confirm generation on your setup
The recurring feature is fully wired up in the app, but automatic generation depends on the background job being enabled on your deployment. Before you rely on it end-to-end, confirm that a scheduled invoice actually generates — or use Generate now from the Recurring page to trigger one manually.