Recurring invoices automate repeat billing for ongoing client relationships. Available on Pro and Business plans.
Setting Up Recurring Invoices
From your dashboard, navigate to the Recurring Invoices section. Click "New Recurring Invoice" and configure your template using the standard invoice builder. After setting up the invoice details, configure the recurrence schedule:
Frequency: Choose from weekly, bi-weekly, monthly, quarterly, or annual billing cycles. Monthly is the most common frequency for retainer agreements and subscription services.
Start Date: The date the first invoice will be generated. Set this to your next billing date.
End Date (Optional): Specify an end date for fixed-term contracts. Leave blank for ongoing arrangements.
Auto-Send: Enable this option to automatically email the invoice to your client when it is generated. When disabled, recurring invoices are created as drafts in your dashboard for manual review before sending.
How Recurring Invoices Work
On each scheduled date, Invoixca automatically generates a new invoice using your template. The invoice number is incremented sequentially, and the invoice date and due date are updated according to your payment terms. If auto-send is enabled, the invoice is emailed to your client immediately after generation.
Each generated invoice consumes 1 credit from your monthly allocation. Business plan users with unlimited credits can run unlimited recurring invoices without concern.
Managing Recurring Invoices
View all active, paused, and completed recurring schedules from the Recurring section of your dashboard. You can pause a recurring invoice to temporarily stop generation (useful for client vacations or project holds), resume a paused schedule, edit the template or frequency, or cancel the recurring invoice entirely.
Best Use Cases
Monthly retainer agreements with consulting clients. Subscription-based service billing. Recurring maintenance or support contracts. Landlord rent invoicing. Regular vendor or supplier payments.