How to set up a recurring invoice

Bill a retainer or a regular service on a schedule, made as a draft each time.

Updated 2026-10-14

1. Open Invoices and choose the Recurring tab.
2. Press New repeating invoice and pick the customer.
3. Choose how often and the day, and the first invoice on or after date.
4. Say what is billed: a fixed amount, or the visits done.
5. Choose when one is made:
   • Leave as a draft: a person presses Send.
   • Flag ready to send: the draft is marked ready, and a person presses Send.
   • Ask me to send: each invoice's email waits in Reviews for your yes.

Each card shows the next invoice date. To stop for a while, press Pause until…; no invoices are made in that time. An invoice made by a plan carries a small repeat mark in the list.

Repeating jobs are set up the same way from Jobs: see How to set up repeating jobs.