Recurring invoices simplify billing by automating payments at regular intervals. This guide walks you through creating a recurring invoice, including setup options, customisation features, and scheduling tools to keep your invoicing and payment tracking running smoothly.

Creating a Recurring Invoice

Navigate to the Recurring Invoices tab under the Payments section to get started.

Click +New, then New Recurring Invoice to begin the setup process.

After clicking New Recurring Invoice, you'll be taken to the Editor's Page where you can customise the template.

Naming Template

Give the invoice template a clear, recognisable name using the Naming Template field.

Business & Customer Information

To update your business information on the invoice, click the pencil icon. Then select the appropriate customer to be billed from the customer information dropdown. Once selected, the customer details will appear in the invoice preview.

Add Products

Here you can choose products from your catalogue or add new products to the invoice.

Select applicable taxes from the system, including tax name, rate, and ID number, and apply discounts by specifying percentage rates or fixed amounts. You can also choose whether to add tax manually or automatically.

Recurring Invoice Settings

The Recurring Invoice Settings let you define the recurring schedule to suit your billing needs.

  • How Often: The frequency of the payments.
  • Start Date: Select the date of the first payment for the recurring invoice.
  • End Date: Specify the end conditions for the recurring invoice, including whether it should stop after a certain number of payments, on a specific date, or continue without an end date.

You can also send invoices ahead of the scheduled date to notify clients before payments are due.

Additional Options

Incorporate any applicable terms and notes to your invoice, charge late fees, include tipping, and attach relevant documents as needed.

📌NOTE: A maximum of 10 files, not exceeding 20 Mb, can be attached.

Invoice Actions

Use the three-dot actions menu to manage payment methods, and create a template from your invoice**** configuration.

Scheduling Options

Once you're happy with your invoice configuration, Save it, then click the Schedule option to set up automated delivery.

In the popup modal, you can choose the delivery method for the invoice, activate automatic payments using stored payment methods, and select the email template to use. Use the Additional Options settings to choose whether the payment should be processed live or as a test transaction.

Once all the details are finalised, click "Send" to automatically issue the invoice to the selected contact(s) based on your scheduling preferences. Monitor the status of your invoices from the Recurring Invoices screen to stay on top of your billing.

Recurring invoices take the manual effort out of billing by automating the process. Following the steps in this guide, you can create and customise recurring invoices to suit your business needs, keeping payments on time and tracking straightforward.