To set up a recurring invoice:
- Go to Recurring Invoices and click "Add recurring invoice"
- Select the customer and add line items
- Set the frequency and start date
- Choose whether each invoice is emailed automatically or created as a draft
- Save and review the recurring list to confirm the schedule
There is no end date field. When you want to stop, open the recurring invoice and click "Pause"; the same toggle shows "Activate" so you can resume later.
Recurring invoices and expenses are available on the Office plan. On Desk you can view existing recurring items and pause or edit them, but automatic generation only runs while you have Office.
Tip: Recurring expenses work the same way. Open Recurring Expenses and follow the same flow there.