Create a recurring invoice

Bill retainers without the monthly ritual — here's how to set up an invoice that sends itself on schedule.

1

In Invoices, open the Recurring tab and click New recurring invoice.

In Invoices, open the Recurring tab and click New recurring invoice.
2

Pick the customer and frequency — the schedule uses the invoice date to apply the right tax rates each run.

Pick the customer and frequency — the schedule uses the invoice date to apply the right tax rates each run.
3

Click Save schedule — each run creates a normal invoice you'll see in the Invoices list, numbered in sequence.

Click Save schedule — each run creates a normal invoice you'll see in the Invoices list, numbered in sequence.