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How to

Set up recurring invoices for a client

A repeating invoice is created for an engagement on the schedule you chose, and you can pause or resume it.

  1. 1

    Open the engagement for the client and scroll to 'recurring invoices'.

    Billing · Billing → Engagements → open the engagement → recurring invoices

    Create the engagement first if the client has none. Recurring invoices belong to an engagement, not to the Invoices list.

  2. 2

    Under 'add recurring template', choose a 'cadence' (weekly, monthly or quarterly), the 'day of period', the 'first issue date' and 'net (days to due date)'.

    Billing

  3. 3

    Enter the 'description', 'quantity' and 'unit price (USD)', optionally 'end after N periods', and choose 'add recurring template'.

    Billing

    Each invoice copies these lines as they are when it is made, so editing the engagement later does not change a template.

  4. 4

    Watch the schedule list: 'next run', 'last run' and 'periods' tell you what has been generated. Choose 'pause' to stop it and 'resume' to restart.

    Billing

    If the list says 'Drafts for review', generated invoices wait as drafts in Invoices and are never emailed automatically; review and send each one. Otherwise they are generated as sent.

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