Recurring invoices are invoices that you set up once, and then they are automatically sent on a daily, monthly, quarterly, or yearly basis. This is called recurring invoicing. If you need to make changes to the invoice at a later time or if you no longer want it to be sent, no problem. You can modify everything in the recurring menu.

  1. Click on option “New”, from the top Header
  2. On the “Invoice Details” menu, on the right, select “Recurring”, instead of “One-off”. By default, “One-off” will always be selected.
  3. Once you select the “Recurring” option, new options will appear. In the appeared option, fill in the “start date” with the date you want the first invoice to be sent. If you enter today's date, the first invoice will be sent immediately after you set it up. The date can also be in the future. The system will automatically send the first invoice on the specified date. In the “Frequency” or “Time between recurrences” field, indicate when you want the system to send the next invoice. For example, if you want to send an invoice every month, choose “Monthly” and leave the field “Every … days” empty. If you want the invoice to be sent every other month, enter “2” in this field. Now the system will wait for two months between each invoice.
  4. If you already know in advance that only a certain number of invoices need to be sent, you can specify that number in “Quantity” (also shown as “How many times to recur”). After reaching the specified number, the system will automatically stop creating and sending new invoices. If you leave this field empty, the system will switch the tab to “infinite” and will be sending invoices indefinitely until you manually indicate in the Periodic menu to stop.
  5. If you want the invoice to always be sent on the last day of the month, for example, on March 31st and then on April 30th, you can indicate this by setting the “start date” as the last day of the month and then checking the checkbox next to it.
  6. Proceed to create a full invoice and once done, click on Save button, in the bottom right corner. Once you save it, this new invoice will now become available in the Archive option, under Recurring tab. From there, you can edit or remove it at any time.