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How do I create recurring invoices?

Learn how to create recurring invoices.

Written by BogiLast update

Recurring invoices are useful when you have recurring types of work for which you charge your client on a weekly, monthly, or yearly basis. It works great for retainer projects where the amount is the same each time.

To create a recurring invoice, go to Accounting → Recurring Create a recurring profile by selecting the start date, frequency, occurrences if you wish them to be sent automatically or not, and to attach a PDF to the email.

When the start date comes, they will be created and appear in the Invoices area.

NOTE: If you don't select the Send Automatically option, you will need to go to the desired invoice and send it manually by clicking on the Send button.

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