Automate your regular billing with recurring invoices. This premium feature saves time by automatically generating and optionally sending invoices on a schedule you define, perfect for subscription services, retainer agreements, monthly maintenance contracts, and any other regular billing scenarios.
Creating a Recurring Invoice
Set up your automated billing schedule:
Initial Setup Process:
Step 1: Start from an Invoice
The easiest way to create a recurring invoice is to start with a regular invoice that contains all the information you want to repeat:
Client details
Line items with descriptions and pricing
Payment terms
Any notes or additional information
You can create a new invoice specifically for this purpose or convert an existing invoice into a recurring schedule.
Step 2: Access Recurring Options
While viewing or creating an invoice, look for Recurring, Make Recurring, or Set Up Recurrence options, typically in the More menu or Settings for that invoice.
Step 3: Configure the Schedule
The recurring invoice setup screen contains several important settings you need to configure.
Configuring Schedule Settings
The recurring invoice interface includes multiple tabs and options:
Schedule Tab:
This is where you define when and how often invoices generate.
Status Toggle:
Turn the recurring schedule on or off. When off, no new invoices generate, but the schedule remains saved for future use.
Start Date:
Select the date when you want the recurring schedule to begin. The first invoice will be generated on this date, and all subsequent invoices calculate from this starting point.
Choosing a Start Date:
Tap the start date field to open a calendar picker
Select the exact date for the first recurring invoice
Consider client expectations and your billing cycle
For immediate recurring invoices, choose today's date
For future recurring schedules, select the appropriate start date
Frequency Options:
Invoizar offers multiple frequency choices to match different billing scenarios:
Weekly:
Generates a new invoice every 7 days from the start date.
Ideal for weekly services, consultations, or deliveries.
Every 2 Weeks:
Creates invoices every 14 days (bi-weekly).
Common for bi-weekly services or half-month billing cycles.
Every Month:
Generates invoices monthly on the same day of the month.
Most common option for subscriptions, retainers, and regular services.
Example: Start date of January 15 generates invoices on the 15th of each subsequent month.
Every 3 Months:
Creates quarterly invoices every three months.
Perfect for quarterly retainers, seasonal services, or quarterly maintenance contracts.
Every 6 Months:
Generates invoices twice per year.
Suitable for semi-annual memberships, bi-annual maintenance, or half-yearly billing.
Every Year:
Creates annual invoices once per year on the anniversary of the start date.
Ideal for annual memberships, yearly subscriptions, or annual service contracts.
Selecting Frequency:
Tap on the frequency option that matches your billing needs. The interface typically displays all options as buttons you can select.
History Tab
Track all invoices generated from your recurring schedule:
What the History Shows:
Generated Invoices List:
View every invoice that has been automatically created by this recurring schedule, displayed in chronological order.
Invoice Details:
For each generated invoice, see:
Invoice number
Generation date
Due date
Client name
Invoice amount
Payment status (paid, unpaid, overdue)
Access Generated Invoices:
Tap any invoice in the history to open and view it, make edits if needed, or check payment status.
Sending Tab
Control how generated invoices are delivered to clients:
Automatic Sending Options:
Manual Sending (Default):
Recurring invoices generate automatically but remain in draft status. You review and manually send each one to clients.
Best for situations where:
Invoice amounts may vary slightly
You want to review before sending
You need to add custom notes for specific billing periods
Client details might need updates
Automatic Sending:
Configure the system to automatically email generated invoices to clients without manual intervention.