Schedule Recurring Invoices

Re-entering the same details for a regular job can take up extra time you’d rather devote to your running your business. Our recurring invoices feature helps streamline your business by setting invoices up on a recurring schedule for those repeat jobs or customers.

Note that this is a premium feature available on our Unlimited Plan. When you set an invoice as recurring, a new document will be automatically created at the increments you specify: every week, every two weeks, or every month. Once a recurring invoice has been created, you will receive an in-app notification letting you know it's ready to be sent to your customer, it will not be sent automatically without your review.

iPhone, iPad, and Android

1. From the side navigation menu, tap on Invoices
2. Select the invoice you would like to set as recurring
3. Tap on Recurring invoice
4. Select the frequency at which you would like the invoice to recur: Weekly, Biweekly, Monthly or Off

Web

1. From the side navigation menu, click on Invoices
2. Select the invoice you would like to set as recurring
3. Under the Recurring invoice section to the right of the screen, click the drop-down menu
4. Select the frequency at which you would like the invoice to recur: Every week, Every two weeks, Every month, or Off
5. Click on Save and close