Managing Recurring Invoices

View your recurring invoice templates, track generated invoices, and adjust settings.

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Template List

Click Recurring Invoices in the sidebar to see all your templates. Each entry shows:

Click any template to view its details. From here you can:

Update any field — name, customer, schedule, line items, tax rate, notes, terms, or auto-send setting. Changes apply to the next generated invoice.

Toggle the Enabled switch to start or stop automatic generation. Disabling a template does not affect previously generated invoices.

The detail page lists all invoices that have been generated from this template. Click any invoice to view it.

Click Delete to permanently remove the template. Previously generated invoices are not affected.

A daily background job checks for templates that are due. When a template’s next scheduled date has arrived:

A new invoice is created with the template’s line items, tax rate, notes, and terms.
The invoice dates are set to the current period.
If auto-send is on, the invoice is emailed to the customer.
The template’s next scheduled date advances to the next period.

Check the Next Scheduled date to verify your template is set up correctly.
If auto-send is on but an invoice wasn’t emailed, check that the customer has an email address and hasn’t unsubscribed.
You can create multiple templates for the same customer if they have different billing schedules.