Recurring Invoices: Automate Your Billing with Ease
Managing repeat payments manually can be time-consuming and error-prone. The Recurring Invoice feature solves this by automatically generating invoices at fixed intervals—so you get paid on time, every time, without repetitive work.
? What Is a Recurring Invoice?
Section titled “? What Is a Recurring Invoice?”A recurring invoice is an invoice that is generated automatically based on a predefined schedule such as daily, weekly, monthly, or yearly. It’s ideal for subscriptions, retainers, maintenance contracts, and any service billed repeatedly.
Key Features
Section titled “Key Features”? Client & Project Linking
Section titled “? Client & Project Linking”- Select an existing client or add a new one instantly.
- Optionally link the invoice to a project for better tracking.
- Choose the currency and associated bank account.
? Flexible Billing Frequency
Section titled “? Flexible Billing Frequency”- Set billing cycles as Daily, Weekly, Monthly, or Custom.
- Define a Start Date or enable Immediate Start to generate invoices right away.
- Control how many times the invoice should repeat—or set it to infinite cycles.
? Smart Invoice Preview
Section titled “? Smart Invoice Preview”The system clearly shows:
- When the first invoice will be generated
- The next invoice date
- How often the client will be charged
This transparency helps avoid confusion for both admins and clients.
? Client Control (Optional)
Section titled “? Client Control (Optional)”Enable “Client can stop recurring” to give customers the flexibility to pause future invoices—perfect for subscription-based services.
? Products & Pricing
Section titled “? Products & Pricing”- Add products directly to the recurring invoice.
- Define quantity, unit price, taxes, and discounts.
- Automatic amount calculation ensures accuracy every cycle.
? Additional Options
Section titled “? Additional Options”- Optional shipping address
- Tax calculation before or after discount
- Attach files or add detailed item descriptions
? Why Use Recurring Invoices?
Section titled “? Why Use Recurring Invoices?”✅ Saves time by eliminating manual invoice creation
✅ Ensures consistent and predictable cash flow
✅ Reduces missed or late payments
✅ Perfect for SaaS, memberships, rentals, and retainers
? Best Use Cases
Section titled “? Best Use Cases”- Monthly service retainers
- Subscription-based products
- Daily or weekly billing services
- Long-term maintenance contracts
✅ In Summary
Section titled “✅ In Summary”The Recurring Invoice module simplifies repeat billing by automating invoice creation, giving you full control over schedules, pricing, and client permissions—all from a single, intuitive screen. Set it once, and let the system handle the rest.
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