Recurring invoices

Bill the same customer on a schedule from Invoicing. You can start recurring on the create form, or convert an existing invoice. You need Standard Invoicing. Recurring invoices are not Recurring hauls.

Start from a new invoice

  1. Click Invoicing, then + New Invoice.
  2. On Create Invoice, fill in Recurring along with Customer Data, Billing Information, Payment Terms, and Line Items.
  3. Click Save & Create. Save & Create does not email the customer.
  4. Click Approve, then send with Send via Email or Send via SMS.

Invoice Date shows Will be set when sent. See Create and send an invoice.

Convert an existing invoice

  1. Open the invoice.
  2. Click Change to Recurring invoice.

That action is available when the invoice is not already recurring. Converting to recurring does not send the invoice. You still Send via Email or Send via SMS.

Recurring invoices are not Recurring hauls. Haul templates live under Recurring in the sidebar. Recurring invoices are not Routes.

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