Set up a recurring invoice

A recurring invoice creates the same invoice for a client on a schedule, such as every month. Set it up once and Agiled creates, and can email, each invoice for you.

Create a recurring invoiceCopy Anchor Link

1. Open Finance › Invoices and select the Recurring invoices tab.
2. Select New template.
3. Choose the client's account and contact.
4. Add the line items that should appear on every invoice. Say which period or service each line covers.
5. Set the Start Date and Days Until Due. The first invoice is created on the start date. A start date in the past creates one invoice straight away, then carries on from the next date.
6. Select Settings and open Schedule. Under Repeat every, choose how often, such as 1 month or 2 weeks.
7. Under Ends, pick an end date, a number of invoices, or leave both empty to keep going.
8. Under How your client pays, choose They pay each invoice or Charge their card automatically. See below.
9. Select Save Template, or Save as Paused to start it later.

You're done when the template appears in the Recurring invoices tab with its next invoice date.

They pay each invoiceCopy Anchor Link

Each invoice has a link your client uses to pay, by card or another way you accept. Turn Email each invoice on or off:

• On: each new invoice is emailed to your client with the standard invoice email and PDF. It is marked Sent once the email goes out.
• Off: each new invoice is saved as a draft for you to review and send.

If an email can't be sent, for example because the client has no email address, the invoice stays a draft and you get a notification saying why. Fix the recipient, open the draft and send it.

Charge their card automaticallyCopy Anchor Link

Your client's card is charged for each new invoice, and they get a receipt by email. This needs Stripe connected and able to take card payments.

1. Choose Charge their card automatically and save the template.
2. The next invoice is emailed to your client. When they pay it by card, they can tick Pay future invoices automatically. Nothing is charged automatically until they do.
3. From then on, each new invoice is issued and charged to their saved card on the day it's created. Your client gets a receipt instead of an invoice email.

The template's page shows where things stand under How your client pays: waiting for your client, the saved card (for example Visa •••• 4242), or turned off.

If a charge fails, Agiled tries again 1, 3 and 5 days later. Your client is emailed after the first decline with a link to pay another way. After the last try, automatic payment stops for that invoice, your client is emailed a link to pay it, and you're notified. Their card stays saved, so the next invoice is charged as usual. If their bank asks them to confirm the payment, the same emails go out so they can pay it themselves.

An invoice is only ever charged in full. If you record a payment on it first, it isn't charged automatically.

To stop charging, select Stop charging automatically on the template's page. New invoices are then emailed for your client to pay. Your client can also turn automatic payments off in their client portal, under Subscriptions. You're notified when they do.

Good to knowCopy Anchor Link

• Check the first invoice it creates before you rely on the schedule.
• Workflows that start when an invoice is sent run when the email actually goes out.
• A subscription you set up separately in Stripe doesn't link to an Agiled recurring invoice.
• Create next invoice on a template creates the next scheduled invoice now. The schedule then moves on to the one after it.

RelatedCopy Anchor Link

• Manage recurring invoices
• Create an invoice
• Payment reminders