A recurring invoice can be pre-scheduled to be sent automatically to customers who have purchased a recurring service or product. This process, often referred to as recurring billing or recurring invoicing, enables your customers to make automatic payments without the need for manual entry of payment information each time they conduct a transaction with you.

This feature is particularly beneficial for businesses that offer subscription-based products, as it allows you to send invoices periodically (e.g., monthly) for the upcoming payment due. To streamline this process and automate recurring invoice management, you can create and manage related settings within this section, ensuring efficient and accurate billing cycles for your customers.

We recommend using Stripe Connect with Invoices, in the event you do not wish to use Stripe Connect payments would need to manually record.

This feature enables you to search for particular templates within the template list by providing specific information, such as the client's name or the associated business name. Once you input these details, the system will display the pertinent records that match your search criteria. Utilising the search function allows you to efficiently locate the desired templates, streamlining your workflow and improving overall organisation.

The All Templates List serves as the recurring template dashboard, displaying a comprehensive list of all templates created within your system.

The Actions Menu provides various options for managing each template in the list.

View - Use this to view the recurring template/invoice.

End - Choose this if you wish to end an individual recurring invoice template from the list.

Delete - Select this option when you would like your system to delete the individual recurring template record.

Clone - You can duplicate your invoice by clicking on this button.

By clicking on Details, users can access information about the invoices sent and their status, displayed in the right panel.

Invoice Details

There can be four types of invoices status possible here, which will also be shown in the form of tool-tips above the icons:

Once you choose to create a new recurring invoice series, you'll be taken to the Editor's Page, where you can view and customise the new template.

To edit the name of your template, use the Naming Template option, which allows you to give your recurring invoice a unique and easily identifiable title.

The Frequency Setting feature allows you to set up the frequency of your recurring invoice with advanced options.​

From the dropdown menu (see the image below) you can select if your recurring invoice is meant to be sent weekly, monthly, or at any specific time interval.

Daily - Use this to send the recurring invoice daily.

Weekly - Use this to send the recurring invoice weekly.

Monthly- use this to send the recurring invoice monthly.

Yearly - Use this to send the recurring invoice yearly.

Allows you to select the start date of your recurring invoice with the calendar dates.

Use this to set the end date for your invoice series.

Never - If you're not sure when your recurring invoice needs to stop, you can choose this option.

By - This option will allow you to select the date on which the recurring invoice needs to stop.

After - If you would like to stop the recurring series after x number of occurrences, you can do so by using this option.

Allows you to send the invoice before x number of the scheduled date to make sure your client is informed a few days before the payment date.

Here are the Six (6) pieces of information you need to fill out in the invoice before sending them out:

The Template Actions Tab is accessible by clicking on the three dots menu, offering multiple options for managing your invoice template.

Gives you the ability to save the changes you have made before closing the template.

Here you can schedule your invoice with some additional options. Let's go over each option below;

Use this tab on your invoice template to schedule your recurring invoice.

Here you can perform several actions concerning scheduling your recurring invoice.

If you think you will need your customer's information on an ongoing basis, it would be a good idea to create them as new contact in your CRM so you can always use them for invoice purposes.

Creating New Contact

Fill up the contact information and save the changes to be able to add your client's information as a new contact in your CRM so you access it as and when needed.

Full Client List

Here you can access your CRM contact list and scroll down to find out all of your existing CRM contacts to be able to use for your invoice.

Removing Client

Use this to remove existing contact information added to your invoice. If you have mistakenly added a wrong contact you can quickly remove it to add the correct one.

Editing Client Information Manually

Here you can add or edit your client's information manually. This is useful when you have to modify some part of the client's information for Invoicing purposes.

Add Tax

This allows you to add taxes for your products or services. Your clients can see the breakup of the total amount they are paying and the tax amount included in the final price.

Selecting the tax

This table will show you the taxes you have created in your CRM system. you will have to check the appropriate checkbox to add the selected tax to your invoice.

Name of Tax

Here you will see the name you have given to the individual tax.

Tax Rates

Here you will see how much tax is applicable for each tax in the list.

Tax ID Number

This will show the Tax ID number you have created for each type of tax in the list.

The Add Discount feature allows you to apply a discount to the invoice, making it easy for you to offer special promotions or price reductions to your clients.

Setting Discount Rate

As shown in the image below, to set the discount rate, you can either enter a specific number to establish the discount percentage or use the toggle bar to select the desired discount amount.

The below table explains different cases of setting invoice frequency:

Please Note: Cancelled and Completed invoices can be deleted only if no invoice has been sent out to the customer. Deleted recurring templates are not shown in the list view.