Billing
Recurring invoices
Bill the same client on a schedule — weekly or monthly — and let the invoices create themselves.
For rent, retainers, subscriptions or regular supplies, set up a schedule once. An invoice is created on each run date.
Create a schedule
Open Billing → Recurring and select New schedule.
Under Schedule:
- Client — who each invoice is for.
- Label (optional) — for example Monthly retainer.
- Frequency — Weekly or Monthly, and Repeat every — for example every 2 weeks, or every 3 months.
- Next run — the date the first invoice is created.
- Payment due (days) — how long the client has to pay each invoice, counted from the day it's created.
- Status — Active, or Paused to set it up without starting.
Add the Line items, and a Discount and Tax if needed. Here they're fixed amounts, not percentages.
Add Notes (optional) — they're copied onto every invoice.
Check the Summary — for example "Every month · next on 2026-10-01" — and select Create schedule.
How invoices are created
- Each day, every active schedule whose next run date has arrived creates an invoice.
- The invoice is dated that day, gets the next invoice number, starts as Unpaid, and is due after the number of days you set.
- The schedule's Next run then moves forward by one period.
- Nothing is sent automatically. Open the new invoice from Billing → Invoices and share it.
Manage a schedule
Billing → Recurring lists each schedule with its cadence, next run, amount, how many invoices it has Generated, and its status. Use the ⋯ menu on a schedule:
- Generate now — create this period's invoice straight away. You'll be asked to confirm, with the client and amount shown. The next run then moves forward one period, so the scheduled invoice isn't created twice.
- Pause / Resume — stop or restart invoices without losing the schedule.
- Edit — change the client, timing, items or amounts. Invoices already created don't change.
- Delete — the schedule stops. Invoices it already created are kept.
Good to know
- Changing prices? Edit the schedule before its next run. Existing invoices keep their old amounts.
- A client with a recurring schedule can't be deleted. Delete or move the schedule first — see Manage clients.
- Recurring invoices are part of Invoices, so they appear wherever your package includes invoicing.