Set up recurring invoices

If you bill the same clients on a regular schedule, monthly retainers, weekly services or quarterly fees, a recurring invoice does the typing for you.

Create one

1. Go to Invoices from the sidebar
2. Click New Invoice
3. Fill the invoice in as normal: client, line items, amounts and GST
4. Switch Recurring on
5. Set the recurrence:
   • Frequency: weekly, fortnightly, monthly, quarterly or yearly
   • Start date, when the first copy should be generated
   • End date, optional. Leave it blank to keep going indefinitely
   • Auto-send, on to email the client automatically when each copy is generated
6. Click Save

What happens then

On each recurrence date OneBookPlus generates a new invoice from the template.

• With auto-send on, it is emailed to the client immediately
• With auto-send off, it is created as a draft for you to review and send yourself
• Every generated invoice gets its own unique invoice number and its own dates

Which setting to choose

Turn auto-send on for clients who expect the invoice on a set date and where the amount never moves. Leave it off where the amount depends on hours worked or materials used, because a wrong invoice sent automatically is harder to fix than a draft you glance at first.

Set an end date on anything that is a fixed-term contract. An open-ended recurrence on a job that finished in March is how a client gets an invoice in June.

Common uses

• Monthly retainers: agency fees, consulting, managed services
• Weekly services: cleaning, gardening, maintenance
• Quarterly fees: bookkeeping, compliance, reporting
• Annual renewals: domain names, hosting, subscriptions

Managing them afterwards

Pausing, editing, cancelling and seeing what has already gone out is covered in pause, change or stop a recurring invoice.

Getting paid without chasing

Pair a recurring invoice with online card payments so the client can pay from the invoice itself. See connecting Stripe for online payments.