Creating Templates
Create a recurring invoice template to automate regular billing.
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How to Create a Template
- Click Recurring Invoices in the sidebar (under the Invoices section).
- Click New Recurring Invoice.
- Fill in the template details and click Create.
Template Fields
Basic Info
| Field | Required | Description |
|---|---|---|
| Name | Yes | A descriptive name (e.g., “Monthly Lawn Care - Smith”) |
| Customer | Yes | The customer to bill |
| Job | No | Optionally link to a specific job |
| Enabled | Yes | Toggle on/off to control whether invoices are generated |
Schedule
| Field | Description |
|---|---|
| Frequency | How often to generate: Weekly, Biweekly, Monthly, Quarterly, or Yearly |
| Day of Week | For weekly/biweekly — which day (Sunday through Saturday) |
| Day of Month | For monthly — which day (1-28, to avoid end-of-month issues) |
| Start Date | When to begin generating invoices |
| End Date | Optional — when to stop generating (leave blank for indefinite) |
Invoice Details
| Field | Description |
|---|---|
| Line Items | The items to include on each generated invoice |
| Tax Rate | Tax rate applied to taxable line items |
| Notes | Notes that appear on each generated invoice |
| Terms | Payment terms that appear on each generated invoice |
Auto-Send
| Setting | What Happens |
|---|---|
| Auto-send ON | Generated invoices are created with “Sent” status and emailed to the customer automatically |
| Auto-send OFF | Generated invoices are created as “Draft” for you to review and send manually |
Tips
- Use day 1-28 for monthly schedules to avoid issues with months that have fewer than 31 days.
- Start with auto-send off until you’re confident the template is correct, then enable it.
- You can change any template setting at any time — the next generated invoice will use the updated values.
Related
- Managing Recurring Invoices — view, edit, and disable templates
- Invoice Workflow — what happens after an invoice is generated
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