How to Set Up a Recurring Invoice

Overview
Automate billing by scheduling an invoice to generate at regular intervals.

Steps

1. Go to Finance > Invoices > Recurring Invoice and click Add Recurring Invoice.

2. Choose Client, optional Project, Currency, and Bank Account.

3. Under Billing Frequency, select Daily, Weekly, Monthly, etc.

4. Enter a Start Date (or check Immediate start).

5. Specify Total Count of cycles (enter –1 for infinite).

6. Add line items as you would in a one-time invoice.

7. Click Save.

Tips

• Clients can stop recurring invoices if you enable Client can stop recurring.

• Review upcoming runs in the Recurring Invoices list (column Next invoice).

Troubleshooting / FAQs

• Q: Recurring invoices didn’t generate.

  • A: Verify your server cron job is running; see Module Settings > Cron.

• Q: I want to change the amount mid-subscription.

  • A: Edit the recurring template; future invoices will reflect new values.