How to create a recurring invoice

A recurring series lets you automatically send invoices to the same customer on a set schedule—weekly, monthly, or custom. This article explains how to create a recurring series, view upcoming invoices, and manage or cancel a series when needed.

Create a recurring invoice series 

1. Click the dropdown next to the Invoicing tab on the left hand side of your dashboard on web and select Recurring
2. Click +Create series in the top left 
3. "Create a recurring series" will be automatically selected
4. Follow the prompts to fill out the invoice details
5. Choose the send date, payment terms, and frequency 
6. Review the series details and click Create Series 

For detailed instructions on creating invoices, see Creating and sending an invoice. 

Managing invoice series

To view or manage head to Invoicing > Recurring from the left hand side of your dashboard. From here, you can:

• View invoice series by customer and series ID
• See status, amount, and frequency of each series
• Click into a series to view details such as:
  • Previously sent invoices
  • The next scheduled invoice (an editable draft)
  • A full series summary

Editing and other actions

Select a series that needs editing:

• Click Edit series to update the schedule, payment methods, or prefix. This will update all future invoices
• Click the Trash icon to cancel the series. This stops all future invoices. Completed or canceled series cannot be edited
• Easily duplicate an existing series by clicking the the Copy icon
• Click the ellipsis (...) next to the invoice number to:
  • Edit the queued (next scheduled) invoice 
  • Send now 
  • Skip an upcoming invoice
     

FAQs

Can I edit a recurring invoice after it's been created?

Yes, you can edit the entire recurring series or just the next scheduled invoice (called the queued invoice). Editing the series updates all future invoices. Editing the queued invoice creates a one-time override.

What happens if I skip the next invoice?

You can choose to skip the next invoice to move to the following one in the series. Future invoices in the series will continue as scheduled.

What do the recurring series statuses mean?

• Active: Series is ongoing with future invoices scheduled
• Completed: All invoices have been created and sent (but may not be paid) 
• Canceled: The series has been stopped manually

Who can manage recurring invoices?

Admins and Custom roles with “Create Invoice” permissions can manage and edit recurring invoice series. You can read more about permissions and creating custom roles here.