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:

1. Go to Invoicing › Recurring and click New Recurring.
2. 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 HQ 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 create one immediately with the Create a draft invoice now button on a template's row, or Pause a template. Creating one now asks first: it makes a draft dated today with your next invoice number, sends nothing, and takes the place of the next scheduled run, so the schedule moves on by one period. Click Create draft to go ahead.

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.