Set Up Recurring Billing

A recurring invoice raises the same invoice for a customer on a schedule. Use it for retainers, support contracts and subscriptions.

Create a recurring invoice

1. Go to Accounting → Recurring Invoices and click the button to add one.
2. Give it a Name, for example "Monthly support retainer", and choose the Customer.
3. Add the lines: a description, quantity, unit price and tax rate for each. Add as many lines as you need.
4. Choose how often to bill: Daily, Weekly, Monthly, Quarterly or Yearly.
5. Set the Next invoice date. This is when the first invoice is raised.
6. Optionally set a Day of month to always bill on the same day, and an End date after which no more invoices are raised.
7. Add any Notes on the invoice.
8. Choose whether to Send each invoice automatically.
9. Click Create.

Sent automatically, or checked first

• On: each invoice is raised and emailed to the customer on the run date.
• Off: each invoice is raised as a draft. Check it, then send it yourself from Accounting → Invoices.

Each one is a normal invoice. Once sent it is posted to the ledger, can be paid online and is chased by payment reminders like any other.

Managing a schedule

Each row has these actions:

• Invoices raised: every invoice the schedule has produced, with its status.
• Edit: change the lines, the frequency or the dates. Changes apply from the next invoice.
• Pause and Resume: stop the schedule for a while without losing it.
• Delete: remove the schedule. Invoices it has already raised are kept.

Where to go next

• Understand the whole module → How Billing & Invoicing Works
• Next in this module → Manage Subscriptions
• Apply Payments
• How to Read the MRR Dashboard
• See where this fits in the bigger picture → How a Lead Becomes Cash