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How do I customize how and when my recurring invoices are sent out?

Follow these steps to perform this task.

  • Click on the gear icon on the top right corner which acts as Settings and select More Settings.
  • This will take you to Preferences. Scroll down to the section Recurring Invoices.
  • Here you can select how you want to handle recurring invoices,
    • Create Invoices as drafts - Your recurring invoices are only saved as drafts. You can review them, make changes and send them out manually.
    • Create and send invoices - Your recurring invoices are sent out to the customers for payment automatically once they’re created.
    • Create, Charge and send invoices - The customer’s credit card associated with the recurring invoice is charged automatically and invoices are sent out for their reference.

Recurring Invoice settings

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