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How to Create a Recurring Invoice

Recurring invoices are especially helpful for businesses that bill customers on a regular schedule, such as maintenance plans, subscription services, or routine work.

Invoices are currently in beta. Please note that functionality may change, and issues or inaccuracies may occur as we continue to develop this feature. Please review all invoice data carefully before use. We welcome your feedback as we continue to improve.

Invoices can be automated to automatically create themselves on a set schedule, similar to Recurring Work Orders. 

Step 1

There are 2 ways to create a Recurring invoice.

  1. On the left side menu, go to Sales > Recurring Invoices

    1. Select the Orange "+" button to create a new Recurring Invoice
  2. Create a new Invoice.
    1. Select "Set as Recurring"

Step 2

Fill in the Recurrence details, and select Done.


  1. Start Date - When the Recurrence begins, and the first Invoice will be created. 

  2. End Date - Once this date is reached, no more invoices will be created. If left Blank, the recurrences will continue indefinitely until an End Date is set.
  3. Recurrence Interval - Frequency of the Recurrence, based on the Recurrence Type. 
  4. Recurrence Type - The kind of time interval for the Recurrence, Days, Weeks, Months, or Years.

In this example, The first recurrence will happen on 2/12/26, it will repeat every week, and after 3/12/26, no more invoices will be created. 

Step 3

Fill in other details for the Invoice, like adding a Payer (required), Products/ Services, linking a property, or Work Orders. Once you're ready to create the recurring invoice, select Save.

Step 4

Once you save, the next screen will show you the recurrence details.

  • Active / Pending - List of any existing or future invoices to be made by this recurrence.
  • Paid In Full - List of invoices that have been fully paid.
  • History - History of changes made to the recurrence.

You can edit the details of the recurring invoice, but any changes made will only apply to Future invoices. Any invoices already made will not be updated. 

If you added a Work Order to be created in the recurrence, each Invoice will be setup to create a new work order once the Invoice is Paid in Full. 

You can select the individual Invoice ID to visit that invoice and review or edit details of that specific invoice (Changes made to the invoice will not affect the recurrence).

Step 5

To manage existing recurrences, on the left side menu, go to Sales > Recurring Invoices.

Here you can see a list of Active or Archived / Expired recurrences. 

Delete/Archive a Recurrence

Step 1

To delete a recurrence, select "Delete" under the save button.

This will not delete any existing invoices made by the recurrence.

  • Select "Yes" once you are asked if you are sure you want to delete.
  • The invoice will appear in the "Archived/Expired" section when visiting Sales > Recurring Invoices.

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