Pause, change or stop a recurrence

Setting a recurring invoice up is one job. Keeping the list honest is another, and it is the one that costs money when it slips.

Where they live

Go to Invoices, then the Recurring tab. Every active recurring invoice is listed there. Click any entry to open it.

What you can do to one

• Edit the template. Changes apply to invoices generated from that point on. Copies that have already gone out are untouched, which is correct: a client is holding one of them
• Pause the recurrence. It stops generating and keeps its settings, ready to resume. Use this for a client who is away, on hold, or between contracts
• Cancel the recurrence. It stops for good
• View history. Every invoice this template has produced, so you can see what actually went out rather than what you think went out

Changing the amount

Edit the template, not the copy sitting in your invoice list. Editing a generated invoice fixes that one invoice; the next copy still uses the old amount.

Pause or cancel

Pause when the work is likely to come back. Cancel when it is not. Both stop the invoices, but a paused schedule keeps the client, the line items and the frequency, so restarting is one click instead of a rebuild.

Review it monthly

Open the Recurring tab once a month and read down the list. You are looking for two things: a schedule still running for a client who left, and a schedule that quietly stopped for a client who has not.

Chasing what does not get paid

A recurring invoice that goes overdue can be followed up automatically. See how AI payment chasing works.

Setting a new one up

See setting up recurring invoices.