Setting Up Recurring Invoices

Setting Up Recurring Invoices

Recurring invoices let you automatically bill clients on a regular schedule — perfect for retainer clients, subscriptions, or monthly services.

Creating a Recurring Invoice

1. Navigate to the Recurring section from the sidebar
2. Click New Recurring Invoice
3. Choose the client, line items, and due date offset (e.g., due 14 days after issue date)
4. Select the frequency: Weekly, Monthly, Quarterly, or Annually
5. Set a start date (and optionally an end date)
6. Click Activate

How It Works

On each scheduled date, Invoice For Me will automatically:

• Generate a new invoice with a fresh invoice number
• Send it to the client via email
• Track payment just like any other invoice

Managing Recurring Invoices

You can pause, edit, or cancel a recurring invoice at any time from the Recurring section. Pausing means no new invoices will generate until you resume.