If you bill the same customer the same amount on a schedule — retainers, subscription clients, rent — set up a recurring invoice instead of cloning the previous one each month.
How to start one
On Invoices → New invoice, fill the form as you normally would, then tick the Make this recurring box at the bottom. Three extra fields appear:
- Frequency — weekly, fortnightly, monthly, quarterly, annually.
- Start date — when the first invoice goes out (can be today or future-dated).
- End condition — "no end date" (until you stop it), "after N invoices", or "on a specific date".
Save, and the schedule is created. The first invoice issues on the start date you picked.
Managing schedules
Invoices → Schedules lists every active recurring schedule with the next issue date. From there you can:
- Pause a schedule (no invoices issue until you resume).
- Stop it entirely.
- Edit the amount, lines or customer for future invoices (already-issued ones stay as they were).
What gets sent
A cron job runs daily at 06:00 UK time and materialises any invoices due that day. They're emailed to the customer the same way a manually-issued invoice would be, with the hosted payment link.
Tip — invoice number gaps
Recurring invoices share the same sequence as your manual ones, so you won't have separate counters. Plan the start date if you want a clean cutover from manual to recurring billing.