Recurring invoices

Invoices that generate themselves on a schedule, as drafts for you to review and send.

From Money → Recurring. Set up invoices that auto-generate on a schedule — weekly, monthly, quarterly, or yearly.

Choose:

• The customer
• Line items (usually straight from your Catalog)
• The schedule
• Payment terms
• The tax rate
• An active toggle to pause or resume

What happens on each run

Each run creates a draft for you to review and send. Nothing goes out automatically — which means a price change or a scope note is always a chance to catch, not a thing you discover after the customer does.