How to set up recurring invoices

Step 1: Open Recurring Invoices

In Invoices & Quotes, open Recurring Invoices and press Create Recurring Invoice.

Step 2: Customer and schedule

Choose the Customer and check the Billing Email. Under Frequency & Schedule, set the Frequency, Every (for example every 2 months), Payment Terms, Start Date and, if it should stop, an End Date.

• Auto-send email when invoice is generated emails each invoice as it is created.
• Send a payment reminder before the invoice is due reminds the customer a set number of days before.

Frequency can be Daily, Weekly, Monthly, Yearly or Custom (days).

Step 3: Items and save

Add the products or services under Line Items, any discount and notes, and save. The schedule shows as Active; you can Pause, Resume, or Generate this invoice now from its row.