Manage recurring invoices
Pause, resume, change, generate or delete a recurring invoice, and fix one that did not run.
When a client changes plan, takes a break or leaves, update their recurring invoice before the next one is created, so they are always billed the right amount.
Open a recurring invoice
Open Finance › Invoices, select the Recurring invoices tab, and select the template. The page shows the schedule (how often, next and last invoice, when it ends, how many invoices it has created), how your client pays, and the latest invoices under Generated Invoices.
Change, pause or stop it
- Edit changes the client, lines, prices or schedule. When you save, choose Future invoices only or Future invoices and existing drafts. Editing a finished template doesn't restart it.
- Pause stops new invoices for now. Resume starts them again from the next date that hasn't passed, so a long pause doesn't create a pile of catch-up invoices.
- Create next invoice creates the next scheduled invoice straight away, after you confirm. The schedule then moves on to the one after it. A message says whether the invoice was emailed, charged to your client's saved card, or saved as a draft, with a link to open it.
- Duplicate copies the template, starting from today. Check every field before you start it.
- Delete stops the template and any automatic payments for it. Invoices it already created are kept. Pause instead if billing might start again.
You're done when the template shows the status and next invoice date you expect.
If something went wrong
No invoice was created. Check whether the template is paused and when the next invoice date is. Look for a draft under Generated Invoices before you select Generate Now, so you don't bill the same period twice.
The client didn't get the email. If the invoice is still a draft, Email each invoice was off or the email could not be sent; you get a notification when sending fails. Fix the recipient email on the template, then open the draft and send it.
One invoice has the wrong details. Edit that invoice. If every future invoice would be wrong, edit the template too.
A duplicate was sent. Cancel it or issue a credit note before your client pays twice.
Good to know
- Pausing stops future invoices. It doesn't cancel invoices already created.
- Your client can cancel from their client portal, under Subscriptions. No new invoices are created after that, invoices already sent stay open to pay, and you're notified. Decide whether a final invoice or credit note is needed.
- Tell your client when their price or schedule changes, before the next invoice arrives.