What recurring invoices do
A recurring invoice is a schedule that automatically generates and sends an invoice on a set cadence, so you do not have to create the same invoice by hand each period. It is the right tool when you bill the same customer the same way on a regular basis. Find them in the sidebar under Invoices > Recurring invoices.Creating a recurring invoice
Recurring invoices are created from a regular invoice, not from a separate form:1
Build an invoice
Go to Invoices > Invoices, click New invoice, and fill it out as usual: customer, details, and line items. See Invoices for the full walkthrough.
2
Turn on recurring
In the invoice Options, switch on Make this recurring. This tells the system to auto-generate and send the invoice on a schedule rather than just once.
3
Save
Save the invoice. The schedule now appears under Invoices > Recurring invoices.
Managing schedules
The Recurring invoices screen lists every active schedule. Until you create one, it shows an empty state reminding you that schedules are created by toggling Make this recurring on an invoice. From this screen you manage your existing schedules, including cancelling one when you no longer want it to send.A recurring invoice is a schedule, not a single bill. Each time it runs it produces a new invoice that follows your normal invoice rules, including reminders and online payment.