| | How to use recurring sales invoices |
| Description | Use Recurring Invoices to save time and reduce manual errors when sending the same invoice on a schedule. Recurring invoices work well for: - Products billed monthly, quarterly, or yearly
- Services delivered on a fixed schedule
- Subscriptions billed each billing period
- Jobs invoiced in 30, 60, or 90-day phases
Examples include: - Window cleaning
- Domestic cleaning
- Appliance maintenance
- Tutoring
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| Resolution | How recurring sales invoices work - Create a recurring invoice and use it as a template.
- Add customer details, addresses, due dates, and products or services.
- Choose a recurrence frequency such as daily, weekly, or monthly.
- Set an end date or allow the invoice to continue indefinitely.
- Accounting generates invoices on the scheduled date and emails them when enabled.
How to create a recurring sales invoice See the article Set up a recurring sales invoice. Things to consider - You can’t use recurring invoices with stock items or foreign currency
- Accounting doesn't update recurring invoices when customer or product records change
- Edit the recurring invoice to apply price or description changes (see Related Solutions below)
- Accounting updates invoice addresses automatically in the recurring transaction
- You can pause or resume a recurring invoice using Pause and Resume
- Accounting suspends affected invoices after global changes, such as tax rate updates
- The Action Required status appears on the Recurring Invoice tab when attention is needed
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