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.

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 and iPad

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to set as recurring
  3. Tap on the blue gear wheel in the top right corner
  4. Tap on Recurring invoice
  5. Select the frequency at which you would like the invoice to recur: Every week, Every two weeks or Every month

Android

  1. From the side navigation menu, tap on Invoices
  2. Select the invoice you would like to set as recurring
  3. Tap on the three dots vertically aligned in the top right corner
  4. Tap on Recurring invoice
  5. Select the frequency at which you would like the invoice to recur: Every week, Every two weeks or Every month

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 Recurring drop-down menu
  4. Select the frequency at which you would like the  invoice to recur: Every week, Every two weeks or Every month
  5. Click on Save and close

Do these steps look different? If so, you may be using a previous Invoice2go version. See instructions here.

Vous avez d’autres questions ? Envoyer une demande