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Creating a recurring invoice series
Creating a recurring invoice series
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Set it and forget it! Available as a Pro feature 💎, the recurring invoice series will help take the fuss out of invoice creation for your retainer clients. Indy simplifies invoicing, so you can focus on growing your business, not chasing after payments.

Check out this short video to get started, or learn more down below.

On the Invoices page, click on the 'Create an invoice' button to get started.

The recurring invoice builder is the same as the builder for single invoices, except for the scheduling features in the settings panel. Learn more about creating an invoice here.

Scheduling your series

After you've filled out your invoice, it's time to set the schedule for your recurring series. To begin, simply click the "Recurring schedule" button in the Settings panel.

Here you'll choose the recurring frequency, the start and end dates of your series, and the type of method. You can choose between manual and automatic sending, depending on how you want to communicate with your client. You can change these settings at any time by editing the series.

Setting your email message

Next, click the "Set email message" button in the settings panel to personalize the email your recipients will receive with each new invoice.

Activating your recurring invoice series

Once you’re all done setting up your recurring series, click the green "Set active" button.

Sending is determined by the scheduling options you selected above. If you choose the automatic option, invoices will be generated and sent automatically. If you choose the manual option, invoices are drafted and you will need to manually send invoices after they are generated.

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