Invoice Crowd recurring invoices bill a customer on a schedule you set once, from weekly to yearly or a custom interval. Each cycle creates its next invoice and can email it to the client. Recurring billing is included on paid plans.
What is inside
A recurring invoice is a schedule attached to a customer. It decides what goes out, how often, and what happens when the payment arrives, and you can change or pause it at any point.
One setup, then it repeats
Pick the customer, build the invoice the way you normally would, and set how often it should repeat. Invoice Crowd sends it from then on. The schedule remembers which client is billed on which day, so you do not have to.
A retainer might run monthly, hosting yearly, a maintenance agreement every six weeks. Standard cycles cover weekly, monthly, quarterly, half-yearly and yearly billing, and a custom recurrence in days, months or years handles any other interval. Change the cycle at any time without rebuilding the invoice.
Stay informed, hands-free
You are told when an invoice in a schedule is sent and when it is paid, so you always know each cycle ran and what came of it.
When a client pays through a connected gateway, Invoice Crowd records the payment against the scheduled invoice for you, so you always know which invoices are paid and which are still open.
Change it whenever you need
Each schedule has its own report listing the invoices it has produced, with their numbers. When a client asks what they were billed in March, or you want to confirm a cycle is still running, the answer is in one list.
A schedule can be changed after it starts. Adjust the amount, the line items or the frequency and the next invoice reflects it. If a client goes on hold, use Pause Schedule and resume it when they are ready. For a fixed-term agreement, set No. of Invoices and the schedule ends on its own; a card subscription can also be cancelled with its payment provider.
When you change a running schedule, Review upcoming invoices sets the Current terms beside the Proposed terms, with the next invoice date, frequency, taxes, discounts and shipping. Invoices already generated keep their original terms, and the next one follows the new terms when it is due. You can also attach an approved proposal or estimate that matches the new lines and prices.
Also included
Save time and gain consistency, accuracy and flexibility by billing the same way every cycle.
Fixed cycles mean you know what is billed and when, month after month.
The invoice you would have retyped twelve times a year is built once.
Set one line to repeat, such as monthly hosting under a one-off setup fee. When the invoice is paid in full, that line starts its own schedule.
Set any interval in days, months or years for agreements with a rhythm of their own.
Bill an overseas retainer in their currency and still report totals in your own.
Scheduled invoices carry the same branding and layout as everything else you send.
An unpaid scheduled invoice follows the same reminder and late fee rules as any other.
Clients sign in to see the run of invoices rather than searching their inbox.
Each schedule belongs to one customer, and the recurring list shows what each one bills and when it next sends.
Recurring income posts to the same accounts as the invoices you raise by hand.
Run a separate set of schedules under each business profile, all from one login.
A scheduled invoice can still be paid in parts where the agreement allows it.
Questions
Choose the customer, build the invoice the way you would a one-off, and set how often it should repeat in the Make Recurring tab. Save it and the schedule takes over from there, sending the first invoice on the date you picked. Recurring invoices are included on paid plans.
Yes. The amount, the line items and the frequency can all be edited on a running schedule: Review upcoming invoices shows the current and proposed terms before you save, and the change applies from the next invoice onward. Invoices already sent stay exactly as they were issued, so your records stay accurate.
Pause a schedule whenever you need and resume it when the client comes back. A schedule set to a number of invoices ends after the last one, and a card subscription can be cancelled permanently with its payment provider. Clients with portal access can also stop a schedule themselves, and you get a notification when they do. Every invoice the schedule has already produced stays on record.
Weekly, monthly, quarterly, half-yearly and yearly are set up as standard options. For any other arrangement, a custom recurrence lets you define the interval in days, months or years.
Yes. Switch on Recurring Items in the invoice's Options, then click R on a line to choose how often it repeats, from weekly to yearly or a custom interval. The line is tagged with its cycle, such as Repeats Monthly After Payment. When the invoice is paid in full, Invoice Crowd starts a recurring schedule for those lines only, so a one-off setup fee is billed once and the monthly service carries on. Recurring lines work on invoices and estimates.
Each recurring setup has its own report listing the invoices it has generated, with their numbers. That is the quickest way to answer a client asking what they were billed over a period, or to confirm a schedule is still running.
Recurring schedules and the invoices they produce live in your business account alongside the rest of your billing history. Every invoice a schedule has issued stays on record, so pausing or ending a cycle keeps the history intact.
A recurring invoice repeats a fixed set of lines each cycle. A retainer is a monthly recurring invoice with a bank of hours: it counts the billable time logged on the projects you choose, carries unused hours over or lets them expire, and bills extra hours on the next invoice. Retainers sit under Invoicing next to Recurring and are included on paid plans, with Worklog for the time tracking.
Regular billing is the part of the month that never changes. Hand it to a schedule and spend the time on the work the client is actually paying for.
