The recurring invoice series helps take the fuss out of invoice creation for your retainer clients. This feature is only available in the Pro subscription — don't wait, upgrade today to put your invoices on repeat.
To create a recurring invoice series, click the "Create an invoice" button, then recurring.
To set your schedule, click the "Recurring schedule" button in the settings column on the right. You can set how often you'd like your invoice to generate, when you’d like the series to stop, and if you'd like the invoices to send automatically on manually.
Next, fill out your invoice by selecting your client and inputting your line items. Set your due date preference or add tax and a late fee (when applicable). Your name, logo, company name, and business address will automatically populate based on the information in your account settings. Be sure to include your branding and select your preferred way to get paid.
When your series is set to your liking, simply click the "Set live" button in the top right corner.