Payments · 1 min read
Set Up Recurring Invoices
A recurring invoice sends the same invoice to a customer on a schedule, such as every month, so you don't have to recreate it each time.
Create a recurring invoice
- Go to Payments > Invoices and open Recurring Templates.
- Click New and add the customer, line items, taxes, and any notes.
- Click Schedule.
- Set the frequency, such as daily, weekly, monthly, or yearly, and the start date.
- Choose when it ends: after a number of invoices, on a date, or never.
- Optionally turn on Auto payment to charge the customer's card on each due date.
- Save the schedule.
Template statuses
- Draft: not scheduled yet.
- Active: invoices are being sent on schedule.
- Completed: the schedule has ended.
- Canceled: you stopped the schedule.
View sent invoices
Open a template to see every invoice it has sent and whether each one is paid, due, or overdue.
Make changes
Editing an active template changes future invoices only. Invoices already sent stay the same.