Overview
Use the Scheduling section when the invoice should repeat on a schedule (for example monthly retainers or installment billing). It creates a recurring invoice template tied to this customer. This is not crew calendar scheduling.
Where in the app: Invoice editor → Scheduling sidebar section
Open: Add Invoice
Make this a recurring invoice
Check the box to enable recurrence. The first time you turn it on, you configure how often the invoice repeats, start date, and related options in the schedule dialog.
Configure schedule
After recurrence is enabled, open Configure schedule to change interval (every X weeks/months), end conditions, and other template settings before you save the invoice.
See Recurring invoices for the full recurring billing workflow.