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Setting Up Recurring Invoices

Last updated July 2, 2026

Setting Up Recurring Invoices

Recurring Invoices automatically generates and emails an invoice to a client on a repeating schedule.

Creating one

Open Recurring Invoices from your dashboard and click "New Recurring Invoice." Fill in your business details, the client details, line items, tax rate, and how often it should repeat.

How sending works

Invoices are generated and emailed automatically once a day. Each invoice is also saved to your Document History.

Pausing or stopping

Use the Pause button to stop sending temporarily, or Delete to remove a recurring invoice permanently.

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