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Recurring invoices

Retainers, on repeat.

Schedule an invoice once and let it send itself on time, every time. Charge a saved card with your client's permission.

Studio retainer$2,400 on the 1st
Autopay with card ending 4242
  • Any schedule

    Weekly, monthly, quarterly or a custom interval.

  • Send or review

    Send automatically, or get a draft to check first.

  • Autopay

    Charge a saved card on each invoice, with permission.

  • End dates

    Stop after a set number of invoices or on a date.

How it works.

  1. Step 1: Build the first invoice

    Create the invoice as you normally would, with the client, the line items and your payment terms. Every invoice in the series starts from it, so check the details and the design once and they stay right for every cycle.

  2. Step 2: Set the rhythm

    Choose how often it repeats: weekly, monthly, quarterly or a custom interval. Pick a start date, then an end date or a number of invoices if the arrangement has a fixed term. Leave the end open for ongoing work.

  3. Step 3: Send, review or charge

    Each invoice gets its own number and due date. Let it send itself, get a draft to check first, or charge your client's saved card with their permission. Upcoming cycles stay in view, and you can change the amount for any of them.

Set the rhythm once.

Choose how often, when to start and when to stop. Every invoice gets its own number and due date. Weekly cleans, monthly retainers and quarterly maintenance all run the same way.

Studio retainer
Repeats
Monthly
On
The 1st
Starts
Jan 1, 2027
Ends
Never
Charge saved card

A clear record of every cycle.

See which invoices have gone out and which are coming up, and change the amount for any future cycle. Every invoice in the series is tracked like any other, from sent to paid.

Studio retainer$2,400 on the 1st
Autopay with card ending 4242

Who it's for.

  • Cleaning companies

    A cleaning company with weekly clients sets up one recurring invoice per household. Each Friday the week's invoices send themselves, and households that agreed to autopay are charged on their saved card. The others get the invoice with a Pay button and settle by card or bank transfer. The owner spends Friday afternoon on the work, not the paperwork, and the list of upcoming cycles shows next week's billing at a glance.

  • Agencies on retainer

    A marketing agency bills retainer clients on the first of each month. Hours shift a little from month to month, so each cycle arrives as a draft to check first. When one client adds extra hours for a launch, the agency changes the amount for that cycle only and sends it. The schedule carries on as before, and every client gets an invoice on the same day each month.

  • Landlords and rentals

    A landlord renting out a small office sets a monthly rent invoice with an end date that matches the lease. Each invoice has its own number and due date for the tenant's records, and the tenant pays online from the link. The series stops on its own when the lease ends. If the lease is renewed, the landlord edits the schedule and sets a new end date.

Questions, answered.

Can recurring invoices charge clients automatically?

Yes. With your client's permission, a saved card can be charged when each invoice is issued. The payment is recorded against the invoice like any other online payment, and the client receives a receipt.

Can I change a recurring amount?

Yes. Edit the schedule and every future invoice uses the new amount. To change a single cycle, edit the amount for that cycle only. Invoices already sent keep their original amount.

Which plans include recurring invoices?

Recurring invoices and autopay are included in Pro and Business. Both plans start with a 14-day free trial, long enough to set up your first schedule.

Can I review an invoice before it goes out?

Yes. Choose to send automatically, or get a draft to check first. Drafts suit work where the hours or materials change from one cycle to the next. Fixed retainers and rent can usually send on their own.

How do I stop a recurring invoice?

Set an end date or a number of invoices when you create the schedule, and it stops on its own. To end one early, edit the schedule and set an end date. Invoices already sent stay in your records.

Does each recurring invoice get its own number?

Yes. Every invoice in the series has its own number and due date, so it can be paid, tracked and filed like any other. Our guide to invoice numbering explains schemes that stay tidy over time.
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