Yes, you can do this while creating an invoice or by visiting the Recurring Series section of the app in the Invoicing section. When creating a recurring invoice, you can choose how frequently you want to send the invoice and whether you want to stop the recurrence after a certain date or number of invoices.
To create a recurring invoice follow these steps:
Mobile App:
-
Go to "More" in the bottom right of the screen
-
Click“Invoices”
-
Click "Create Invoice"
- Select your customer details
- Under the "Invoice Details" section, toggle on "Make this a recurring invoice"
- Select the Start Date, Repeat Frequency, and End Date
- Complete the rest of the invoice
Web App
- Click on the "Invoices" tab
- Click "New Invoice"
- Enter customer details
- Under the "Invoice Details" section, click the box next to "Make this a recurring invoice"
- Select the Start Date, Repeat Frequency, and End Date
- Complete the rest of the invoice
Upon creation of the recurring series, the first invoice in that series will be sent to your customer via email. Invoices will be sent out via email to your customer(s) at the cadence you’ve selected, unless you cancel the recurring series.
Please note that your customer will not be charged automatically by these invoices. They will need to manually pay each invoice in a recurring series using whichever payment method you’ve included.