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Automation

Create recurring invoices

Recurring invoices reduce repetitive work for retainers, subscriptions, and repeat services. A recurring schedule stores the invoice template and creates future invoices at the chosen interval.

5 min readUpdated July 27, 2026
In this guide
  1. When to use a recurring invoice
  2. Create a recurring schedule
  3. Review and manage the schedule
01

When to use a recurring invoice

  • Monthly retainers with a stable amount and scope.
  • Maintenance, hosting, or support billed on a regular interval.
  • Repeat services where the client and line items remain consistent.
02

Create a recurring schedule

Recurring invoices are a Pro feature. Generated invoices still follow the normal invoice lifecycle, including email dispatch, hosted viewing, payment tracking, and reminders when enabled.

  1. 01

    Open Recurring from the workspace menu.

  2. 02

    Create a schedule and add the client, line items, currency, and payment terms.

  3. 03

    Choose the interval and next issue date.

  4. 04

    Review the schedule before activating it.

03

Review and manage the schedule

Check upcoming issue dates after changing a client agreement. Pause or update a schedule before the next run when the price, scope, recipient, or payment terms change.

Related guidesCompare plans and recurring invoice access Review the standard send workflow

Common questions

Frequently asked questions

Which plan includes recurring invoices?

Recurring invoices require the Pro plan or a higher plan.

Can a recurring invoice include reminders?

Yes. A generated standard invoice can use the same collection and reminder workflow as a manually created invoice.