Set up recurring invoicing

Set up a schedule

1. Open Finance → Invoices and create an invoice for the customer. Review the customer, currency and payment terms.
2. Add the charges and check each line's billing type. Mark ongoing charges Recurring. Use Once-off for items such as installation or hardware that should appear only on the first invoice.
3. Open Recurring in the invoice builder, enable recurring billing, and review the schedule fields before saving. You can also use Convert to recurring on an existing invoice.
4. Open the Recurring tab on the invoices page. Find the schedule and check its status, next invoice date, customer and recurring amount.

Example: first month plus installation

For a monthly subscription with a one-off installation charge, mark the subscription line Recurring and installation Once-off. Check that the first invoice includes both and that the schedule contains only the subscription. If the first invoice charges a partial month, verify that the schedule shows the full regular price.

Review an existing schedule

Use the recurring board to find schedules grouped as Active, Paused, Ending soon or Ended. Review the next date and amount before relying on a schedule. Open the generated invoices separately to check balances or delivery.