Help › Invoicing
Set up recurring invoices
For a client you bill on a schedule (a retainer, a subscription) set up a template that drafts the invoice each period:
- Go to Invoicing › Recurring and click New Recurring.
- Fill in the template, set the Frequency (Weekly, Every 2 weeks, Monthly, Quarterly, Annually) and the Next Run Date, add the line items, and click Create Template.
On each run date Talisk generates the invoice automatically: as a draft. It does not email it for you: open the draft, review it, and send it. You can also Generate now to create one immediately, or Pause a template.
Recurring invoices are never auto-sent, so nothing goes to your client until you send it. Note that Monthly advances by 30 days, so run dates gradually shift.
Good to know: Talisk generates a recurring invoice on schedule as a draft: it never emails it
automatically, so you review and send each one. "Monthly" advances by 30 days,
so the run date drifts rather than holding a fixed day of the month.