Who this is for: Managers | Dependency: Stripe connected (#22)
💼 What recurring invoices do
Recurring invoices are for clients you bill on a regular schedule — monthly maintenance contracts, weekly service agreements, quarterly retainers. Set the frequency once, and each billing cycle generates a new invoice with a new number automatically. You send it; the system handles the scheduling.
Step 1 — Create or open an invoice #
Open a saved job and go to the Invoices tab. Tap + to create an invoice from the estimate, or tap an existing invoice to open it. Recurring billing is configured inside the invoice editor.
Step 2 — Enable recurring billing #
In the invoice editor, scroll to the Recurring Billing section. Toggle on Recurring Invoice. Three fields appear:
- Frequency — how often this invoice repeats: Weekly, Every 2 Weeks, Monthly, Quarterly, or Annually
- Next Due — the date the next invoice is due. This is what the Recurring Billing Manager uses to schedule the next cycle
- Set End Date — toggle on if the recurring billing has a defined end point (for example, a 12-month contract). Leave off for indefinite billing
The section footer explains how it works: “A new invoice with a new number will be created each time you send from the Recurring Billing Manager.” Each cycle generates a fresh invoice — the line items, amount, and terms copy from this template invoice, but the invoice number increments automatically.
Step 3 — Save the template #
Tap Save. The invoice is saved as a recurring template. It appears in the Invoices tab with its recurring configuration stored. The Recurring Billing Manager — accessible from the main app — shows all active recurring templates and alerts you when the next due date arrives.
Sending each cycle #
When a billing cycle is due, open the Recurring Billing Manager, find the template, and send. A new invoice with a new number is created and the next due date advances automatically for the next cycle. You review and send each invoice manually — recurring billing is a scheduling aid, not an auto-send. You stay in control of what goes out.
Stopping recurring billing #
To stop a recurring schedule, open the template invoice and toggle off Recurring Invoice. Save the invoice — it’s now a standard one-time invoice and will no longer appear in the Recurring Billing Manager. If the contract has ended, you can also set an End Date in advance so the template stops generating new invoices after the final cycle.
