invoices

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

To customize how and when your recurring invoices are sent out:

  • Go to Settings > Preferences, and select Recurring Invoice.
  • Select one of the options below to specify how you want to handle recurring invoices.
Option Description
Create invoices as drafts New child invoices created will be saved as drafts. You can review them and make changes before sending them.
Create and send invoices New child invoices created will be sent to your customers automatically.
Create, charge and send invoices New child invoices created will be sent to your customers and the card associated with the customer will be charged automatically.
Configure how you send recurring invoices.
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