Recurring Invoices

Set up a template that automatically generates a new invoice for a client on a schedule, instead of recreating the same invoice every month. Available on Plus and Max plans.

How to view recurring invoice templates

Open Recurring from the sidebar. You'll see every template, its client, cadence, and next scheduled run date.

How to create a recurring invoice template

Pick a client (required), a billing cadence, an optional starting run date, and payment terms.

How to set up the template's line items

Open a template and add the line items that should appear on every invoice it generates — description, quantity, unit price, tax rate, and an optional HSN/SAC code. Remove one the same way.

How to pause or resume a template

Toggle a template active or inactive — inactive templates stop generating new invoices but aren't deleted.

How to change a template's schedule

Open a template and update its cadence, next run date, or payment terms.

How to generate an invoice right now

From a template's detail page, run it immediately instead of waiting for its next scheduled date — this creates a new draft invoice from the template's line items and also advances the template's schedule the same way the automatic run would, so you don't get a duplicate later.