Recurring Invoices simplify billing processes by automating payments for customers who have purchased subscription-based products or services. This method, often referred to as recurring billing, eliminates the need for manual payment entries, ensuring timely and accurate transactions. This feature is especially valuable for businesses offering subscription plans, enabling invoices to be sent periodically—such as monthly—for upcoming payments.

Access this section by navigating to the Payments tab, and then clicking the Recurring Invoice option from the Invoices & Estimates dropdown.

Settings #

Modify how your invoices and estimates function by clicking this option.

New #

Click this button to initiate the creation of a new recurring invoice.

Search #

The search tool allows you to quickly locate recurring invoices based on details such as client names or associated business names. Entering specific information displays matching records, enabling efficient navigation and improving organization.

All Invoices List #

The All Invoices List serves as a central dashboard, displaying all recurring invoices within your system. Key columns include:

• Recurring Invoice Name: Displays the assigned name for each recurring invoice.
• Customer: Provides the customer’s first and last name.
• Last Issued On: Shows the most recent issue date for each invoice.
• Frequency: Indicates how often the invoice is sent (e.g., monthly, weekly, or on specific dates).
• Amount: Lists the invoice amount for each recurring invoice.
• Status: Displays whether an invoice is active or cancelled.

Actions Menu #

The Actions Menu provides multiple options for managing recurring invoices:

• View History: Opens a panel displaying the date and amount of each invoice sent, providing a clear audit trail of billing activities.
• View: Displays the details of the recurring invoice.
• End: Terminates a specific recurring invoice so no future invoices will be created or sent.
• Delete: Removes the selected invoice from the system permanently.
• Clone: Creates a duplicate of an existing invoice, saving time for similar setups.
• Convert to Template: Transform an existing recurring invoice into a template, making it easier to replicate the settings for future invoices without reconfiguring billing details manually.

Note: Recurring invoices can only be deleted if no invoice has been sent.

The recurring invoice feature simplifies billing processes by automating invoice delivery and tracking payment statuses, offering businesses a seamless way to manage recurring payments. From template creation to status monitoring, these tools enhance billing accuracy, reduce manual effort, and improve customer satisfaction.

Frequently Asked Questions #

What is a recurring invoice? #

A recurring invoice automatically bills a customer on a set schedule, such as monthly or weekly, making it ideal for subscription-based products and services without manual re-entry.

Where do I create a recurring invoice? #

Navigate to the Payments tab, open the Invoices & Estimates dropdown, select Recurring Invoice, and click the New button to begin.

How do I see the billing history for a recurring invoice? #

Use the View History option in the Actions Menu to open a panel showing the date and amount of each invoice sent, giving you a complete audit trail.

Can I stop a recurring invoice without deleting it? #

Yes. Use the End option to terminate a recurring invoice so no future invoices are created or sent, while keeping the record in your system.

When can a recurring invoice be deleted? #

A recurring invoice can only be deleted if no invoice has yet been sent from it. Otherwise, you can end it to stop future billing.

How can I reuse the setup of an existing recurring invoice? #

Use the Clone option to duplicate an invoice, or Convert to Template to save its settings as a reusable template for future invoices.