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Recurring invoices

The same invoice for a client every month or every few months, made as a draft for you to check, or issued on the day.

  1. Go to Invoices, then Recurring, and choose New recurring invoice.
  2. Pick the Client, how often (Every month, or every 2 to 12 months), On day (1 to 28), Starts on and, if you like, Ends on.
  3. Add the lines. Add a line for a session of adds a service at this client's fee.
  4. Choose Make a draft (you check and issue each one) or Issue it on the day.
  5. Choose Set up recurring invoice.
  • Each invoice says which month it is for.
  • Every line needs an amount: a recurring invoice never bills zero.
  • An invoice issued on the day is emailed to the client if their record has an email address. It is not emailed when No invoice emails is on for the client, or when a client with a portal account turned emails off.
  • You can pause, change or end it at any time. A change never drops a month.
  • Archiving a client pauses their recurring invoices, and the owners are emailed.
Still stuck? Contact us and tell us what you were trying to do.