Bill a client every month

Set up a recurring invoice for a retainer or ongoing service so it goes out on schedule.

Bill retainers and ongoing services automatically, so the invoice goes out on time every period without you remembering.

Before you start

Send one normal invoice to this client first, so you know the line items, taxes and payment options look right. See Send your first invoice.

Open Finance › Invoices and select the Recurring invoices tab.
Select Create Recurring Invoice.
Choose your client's account and contact.
Add the line items that should appear on every invoice, such as "Monthly marketing retainer".
Set the Start Date and Days Until Due.
Select Settings, open Schedule, and choose the Frequency, such as Monthly.
Turn Auto Send on to email each invoice as it is created, or off to get a draft you review and send yourself.
Select Save Template. See Create recurring invoices.

You're done when the template shows as Active in Recurring invoices with the right Next Invoice Date.

Your client pays each invoice from its link, by card or by bank transfer. To charge their card for each invoice instead, choose Charge their card automatically.
To change the amount for future invoices, edit the recurring template, not one of the invoices it created.
To put billing on hold, open the template and select Pause Template. Resume Template starts it again.
If an invoice could not be emailed, for example because the client has no email address, it stays a draft and tells you why. See Recurring invoice email delivery.