Schedule a recurring invoice

If a customer pays the same amount on a recurring basis, schedule a recurring invoice to be automatically generated.

Tip: Want to have the payment automatically debited for these recurring invoices? See Resources below on how to set up a customer for Auto Charge!

Schedule a recurring invoice

1. There are 3 ways to start a recurring invoice:
   • Through customer flow
     • Select Customers in the navigation menu
     • Select the customer that you want to receive the recurring invoice
     • Select Recurring in the top header, and then Create recurring invoice
   • Through recurring invoice flow
     • Select Invoices in the navigation menu
     • Select Recurring invoices, and then Create recurring invoice
   • Through standard invoice flow
     • Select Invoices in the navigation menu
     • Select Create invoice
     • Select Recurring under Invoice frequency
2. On the New recurring invoice page there are two methods to set the recurrence schedule:
   • Use due date
     • We recommend this method if you want the invoice due date to be the same with each cycle. For example, you want the due date to be the first of each month.
     • Set the first due date
   • Use invoice date
     • We recommend this method if you want the date that the invoice is sent out to be the same with each cycle. For example, you want the invoice to be sent out on the first of each month.
     • Set the first invoice date
3. After selecting one of these methods and the first date, fill out the remainder of the fields. This includes:
   • Payment Terms - how soon payment is expected
   • Frequency - how frequently recurring invoices need to be created
   • Ends on - the date to stop creating the invoice
     • If the next due date is on or after the Ends On date, the invoice won't be created
   • Automatically send - if checked then the invoice will be emailed
   • Create and send - how many days prior to the invoice/due date you want the invoice sent
4. Select Save

Things to know

• If the create date is today's date or earlier, the invoice will be created within 30 minutes
• The Invoice Date will be Due Date minus the Payment Terms. If no payment terms are set, the Invoice Date will be the Due Date
• The amount of the invoice can be edited after creation, if it varies. When setting up the recurring invoice, enter an amount of $0.01
• A document can be attached from the Inbox by selecting the "Document for" dropdown menu while processing the document, and selecting the invoice
• The end date cannot be equal to the date of the last invoice date. The system views the end date as such, and won't create on that date. The end date must be at least one day after.
• Editing an existing recurring invoice setup will generate a new invoice using the new parameters within 30 minutes