Overview
Recurring templates generate invoices on a schedule — monthly maintenance, retainers, or any repeating charge.
Where in the app: Sidebar → Sales → Recurring, or Invoices → Recurring
Open: Recurring
Create a template
From an existing invoice
- Open a saved invoice → Make Recurring
- Or enable Scheduling panel when creating a new invoice
Template fields
| Field | Purpose |
|---|---|
| Customer | Bill-to account |
| Line items | Copied from source invoice |
| Frequency | Weekly, monthly, quarterly, yearly, custom |
| Start date | First generation date |
| End date | Optional stop date |
| Auto-send | Email customer when invoice generates |
Template list
| Column | Purpose |
|---|---|
| Name | Template label |
| Customer | Bill-to |
| Amount | Template total |
| Frequency | Schedule |
| Next run | Upcoming generation |
| Status | Active, Paused, Completed |
Row actions: Edit, Pause/Resume, Generate now, Delete.
Generated invoices
Each run creates a normal invoice in Open status (or Draft if auto-send is off). Generated invoices appear in the main Invoices list and follow the same payment and void rules.
Manage templates
- Pause — stop generation without deleting history
- Edit — change lines, schedule, or customer before next run
- Generate now — create an invoice immediately outside the schedule