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AUTOMATIONS

Set up a recurring invoice

Repeat any invoice weekly, monthly, yearly or on your own schedule. Each one gets the next number automatically. Starter includes up to 3 active schedules; Pro and Business are unlimited.

Updated October 25, 2026Included with Starter, Pro and Business

Open Invoices

Steps

  1. Open an invoice that has the customer, lines and terms you want to repeat.

  2. Under Repeat this invoice, choose Repeat….

  3. Choose how often it Repeats: Every week, Every 2 weeks, Every month, Every 3 months, Every year or Custom. For monthly schedules, pick which day.

  4. Set when it Starts and Ends (Never, After a number of times, or On a date).

  5. Under Each invoice is, choose whether new invoices are issued and ready to send (or emailed to your customer automatically, when email sending is set up), or saved as a draft for you to review.

  6. Check the next dates shown, then choose Start repeating.

Pause or stop a schedule

Open Business settings → Automations. Your schedules are listed under Recurring schedules, where you can pause or stop each one. Invoices already created stay as they are.