Recurring invoices
Set up an invoice that repeats weekly, monthly, quarterly or yearly — reviewed, issued, or issued and emailed.
MMeridian VenturesBrightline Design
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Documents › Recurring
Website care · Sunrise Textiles Active
Schedule 1
You check it, then finalize and sendIssue it automatically
Numbered and issued, not emailedIssue and email it automatically
Sent to the customer’s invoice contacts
Repeats Monthly, every 1 month
Starts 1 Sep 2026
Ends After 12 invoices
Each time 2Create a Draft to reviewYou check it, then finalize and sendIssue it automatically
Numbered and issued, not emailedIssue and email it automatically
Sent to the customer’s invoice contacts
Runs 3
1 Sep 2026BD-INV-0108Paid
1 Oct 2026BD-INV-0117Sent
1 Nov 2026Next run · 09:00 ISTScheduled
1 Dec 2026—Pending
- Schedule — weekly, monthly, quarterly or yearly, every N periods; a start date; an end date or number of invoices.
- Each time — the three ways to run.
- Runs — every run with its invoice and status.
The three ways to run
| Mode | What happens at 09:00 | Best for |
|---|---|---|
| Create a Draft to review | A draft waits for you to check and finalize | Amounts that vary |
| Issue it automatically | Numbered and issued, not emailed | Fixed amounts you send yourself |
| Issue and email it automatically | Issued and emailed to the customer’s invoice contacts | Fixed amounts, established customers |
- Documents → Recurring → New
Or Make Recurring on an invoice.
- Customer, Brand and lines
As on any invoice.
- Schedule
Frequency, start, end; the time zone for the 09:00 run.
- Choose the mode
And save.
Recommended
Start with Create a Draft to review for the first two months. When the amounts are steady, switch to Issue and email.
- Month-end: each date is worked out from the start date, so the 31st stays the 31st in long months.
- Never twice: each scheduled date makes exactly one invoice.
- Pause, resume, end: skipped dates aren’t billed later.
- Online payment can be switched off per schedule and carries to each invoice.
- If an automatic email fails, the invoice stays issued and the Owner and Admins are told.
Who can do this:OwnerAdminMemberViewer — no
Common questions
Does it charge the customer’s card?
No — it sends an invoice. Customers pay by your usual methods or Pay Now.
Can I change the amount?
Edit the schedule; the next run uses it. Issued invoices don’t change.
Related topics
Keep going
Invoices and documentsCreate and finalize an invoiceCreate an invoice from scratch or from an estimate, check the preview, finalize it and send it — with every field explained.View Guide Sending and sharingSend laterSchedule a document’s email for a date and time in your time zone — change it or stop it any time.View Guide Reminders and late feesPayment remindersSet automatic reminders before, on and after the due date in your own words — and send one by hand any time.View Guide
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