How to set up recurring invoices

Steps

1. Open recurring invoices and fill in the client, the amount each time, the tax rate and what the line says.
2. Under Billing rhythm choose Weekly, Every 2 weeks, Monthly, Quarterly or Yearly. Set the first invoice date and how many invoices, from 1 to 120.
3. Set the payment terms in days. The page also has rules for weekend due dates, service periods, short months and months you do not bill.
4. Check the live schedule on the page. You can download it as a CSV, as a .ics calendar file, or print it.
5. To have invoices sent for you, sign in and select Start sending automatically. Enter a valid client email.

What automatic sending does

Each invoice is created and emailed on its date with a link your client can pay by card or bank when Pay now is connected and the invoice is in US dollars. Sending needs no subscription, though Free allows 3 active schedules, Pro 25 and Business unlimited (fair use 500).

Know the limits

Automatic sending bills the same amount each period. The yearly increase, skipped months, end-of-month and business-day rules apply to the downloaded list only. You can pause or delete a schedule you no longer need.

Autopay

On Pro and Business, a client can tick save card on the payment page, and later recurring invoices to that client are charged to the saved card. Without a saved card they get the invoice with a Pay now link.

Common problems

• A scheduled invoice did not arrive.

  See client did not get the email.