Recurring Invoices

Automate your billing with recurring invoices that generate on a schedule, payment reminders for outstanding amounts, and revenue forecasts based on your recurring billing.

Creating a Recurring Invoice

1. Navigate to Finance → Recurring (/finance/recurring)
2. Click New Recurring Invoice
3. Configure:

4. Save the recurring invoice

How It Works

On the scheduled date:

1. A new invoice is automatically created from the recurring template
2. The invoice is created as a Draft for review
3. You can review, modify, and send each generated invoice
4. The next date advances to the next occurrence based on frequency

Frequency Options

Managing Recurring Invoices

Pause or Cancel

• Pause — Temporarily stop generating invoices without deleting the template
• Cancel — Permanently stop the recurring schedule

Edit

Modify line items, amounts, or schedule at any time. Changes apply to future invoices only — already-generated invoices are not affected.

Payment Reminders

The Finance module includes automated payment reminders for outstanding invoices:

• Configurable reminder schedules (before due, on due, overdue)
• Email notifications sent to clients automatically
• Visible on the Finance dashboard as Action Required alerts
• Configure reminder timing in Finance → Settings → Advanced

Financial Forecast

The recurring invoices page includes a Financial Forecast section that projects:

• Revenue forecast — Expected income from recurring invoices over the next 12 months
• Cash flow projection — When payments are expected based on payment terms
• MRR (Monthly Recurring Revenue) — Current and projected monthly revenue

The forecast updates automatically as you add, modify, or cancel recurring invoices.

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Next Steps

• Invoicing — Manage generated invoices
• Subscriptions — Track subscription metrics
• Finance Settings — Configure reminder schedules