Who This Is For / When to Use
Use Recurring Invoices if you:
Bill customers on a subscription or ongoing basis
Need invoices sent automatically on a schedule
Want consistent billing without manual invoice creation
Offer services or products billed weekly, monthly, or yearly
What Is a Recurring Invoice
A Recurring Invoice is a reusable invoice template that automatically generates and sends individual invoices to a customer based on frequency and date settings.
Each recurring invoice:
Acts as a parent template
Creates new individual invoices on each scheduled date
Can be edited, paused, or ended at any time
Step 1: Create a New Recurring Invoice
Go to Payments > Invoices & Estimates
Open the dropdown and select Recurring Invoices
Click + New in the top-right corner
Select New Recurring Invoice
You will be taken to the Recurring Invoice Builder, where the template can be renamed at the top.
Step 2: Add Business and Customer Information
Business Information
Click the pencil icon to add or edit your business details
Click Business Logo to upload your logo (optional)
Customer Information
Click Select Customer
Choose an existing customer or click + Add Customer
Customer details automatically populate the invoice preview
Step 3: Add Products or Services
Click + Add Product
Select the product(s) to bill
Adjust price and quantity directly on the invoice if needed
Only one-time products and recurring products can be used in Recurring Invoices.
Step 4: Configure Frequency Settings
Select Invoice Frequency
Choose one of the following:
Daily
Weekly
Monthly
Yearly
You may also send invoices in intervals:
Example: Select Daily and set Every 3 days
Set Start Date
Choose the date invoices should begin sending
Set End Conditions
Choose one:
Never – invoices send indefinitely
By – invoices stop before a specific date
After – final invoice sends on the selected date, then stops
Advance Notice (Optional)
Set how many days before the due date the invoice should be sent
Leaving this blank sends invoices on the due date
Step 5: Additional Invoice Options
Notes and Terms
Click Add Notes/Terms to include custom text visible to the customer
File Attachments
Attach up to 10 files
Total size limit: 20MB
Attachments are included only with the first invoice email
Attachments are not included in future scheduled invoices
Step 6: Save or Schedule the Recurring Invoice
Save as Draft
Click Save
Or click the dropdown next to Save → Save and Close
Schedule the Invoice
Click Schedule
Confirm by clicking Send
Auto Payment options can be enabled during scheduling or later.
Managing Active or Scheduled Recurring Invoices
Edit an Existing Recurring Invoice
Go to Recurring Invoices
Select the active or scheduled invoice
Modify frequency, dates, or products
Click Save to apply changes
Customer Notifications for Changes
Go to Invoice Settings > Customer Notifications
Edit the Auto Payment Amount Changed notification if applicable
Using Setup Fees with Recurring Invoices
Recurring Invoices support one-time setup fees combined with recurring charges.
How Setup Fees Work
First invoice includes:
Setup fee
Recurring charge
All future invoices include:
Recurring charge only
How to Configure
Go to Payments > Products
Create a product with price type = recurring
Add a setup fee
Create a Recurring Invoice
Add the product to the invoice
Two line items will appear on the first invoice automatically.
Viewing Invoice Status and History
Invoice Status Definitions
Sent – successfully delivered
Overdue – sent but unpaid
Paid – invoice paid
Not Sent – delivery failed and must be resent
View Invoice History
Open the recurring invoice
Click the three-dot menu
Select View History
Canceling or Stopping Future Invoices
You can stop future invoices at any time.
Method 1: From Recurring Invoices Page
Click Actions > End
Confirm the popup
Method 2: From the Builder
Open the recurring invoice
Click the three-dot menu
Select End
PayPal Support for Recurring Invoices
How PayPal Works
PayPal can be offered as a payment method
Auto Payment must be disabled
PayPal integration must be active in settings
PayPal does not support auto-charging for recurring invoices.
Additional Notes and Limitations
Recurring Invoice list shows templates, not individual invoices
Deleted templates do not appear in the standard invoice list
Templates can only be deleted if:
No invoice was sent, or
The invoice was manually marked complete
Notifications can be automated using Workflows
FAQ
How do I create a new recurring invoice?
Go to Payments > Invoices & Estimates, select Recurring Invoices, click + New, and choose New Recurring Invoice.
How do I set the frequency for recurring invoices?
In the Recurring Invoice Builder, use Frequency Settings to select Daily, Weekly, Monthly, or Yearly and configure intervals or dates.
Can I include a setup fee with a recurring charge?
Yes. Add a setup fee to a recurring product. The first invoice will include both charges; future invoices include only the recurring charge.
How do I stop future recurring invoices?
Use Actions > End from the Recurring Invoices page or the three-dot menu inside the builder.
How can I view recurring invoice status?
Open the recurring invoice and select View History to see Sent, Paid, Overdue, or Not Sent statuses.
How many files can I attach to a recurring invoice?
Up to 10 files, with a 20MB total size limit. Attachments are only sent with the first invoice email.
Will customers be notified if I change a recurring invoice?
Yes. If auto payment is enabled, customers receive an automatic notification. Notification content can be customized.
Are recurring invoice notifications automated?
Yes. Invoice and payment notifications can be automated using Workflows.
What happens if I set the start date to today?
The first invoice is sent immediately when scheduled. If auto payment is enabled, the card on file is charged right away.