Create Recurring Invoices

Configure repeat billing for ongoing products or services.

Open Invoices

Dashboard → Sales → Invoices

Start from Dashboard, open Sales, and select Invoices. On mobile, open the workspace menu first when the named menu is not visible.

Prepare the client and invoice details. Review the information shown before continuing to the next step.

Enable recurring billing. Review the information shown before continuing to the next step.

Choose frequency, first date and end condition. Review the information shown before continuing to the next step.

Save and monitor generated invoices. Review the information shown before continuing to the next step.