How to set up a recurring invoice

Work that repeats on a schedule — a monthly bookkeeping fee, a quarterly review — can be put on a recurring schedule so Debits raises and sends the invoice for you.

1. Open the Recurring tab

   The Recurring tab lists your active schedules, who each one bills, how often it runs, and when it next runs.

   

2. Create a schedule

   Choose the client and the line items exactly as you would on a one-off invoice, then set the frequency and the date it should start.

   

3. Choose how it behaves

   A schedule can raise the invoice as a draft for you to review, or raise and send it automatically. Turn on auto-charge and Debits also collects the payment from the card on file.

   

Next steps

• How to automate reminders, late fees and dunning