For work you bill on a repeating basis — a subscription, a retainer, a maintenance contract — set up a recurring invoice once and Invoice Office raises each one on schedule instead of you rebuilding the same invoice every month.
A recurring invoice is its own document type, not a switch on an ordinary invoice. You build it like an invoice and give it a schedule.
Editing the schedule needs a Pro licence. Without one the schedule fields are still shown, but read-only.
Set one up
- Go to Sales → Recurring invoices and choose Create recurring invoice.
- Fill in the customer and the lines exactly as you would on a normal invoice.
- Set the schedule, in the dates panel at the top-right of the form, under the invoice date:
- Cycle — how often it repeats. Required; the invoice will not save without it.
- Send From — the date the first one goes out.
- Send until — the date the run stops. Leave it empty for something open-ended.
- Click Save in the top-right of the card.
Invoice Office then tracks the previous and next send date, so the run continues on its own. The Recurring invoices dashboard shows what has gone out and what is due.
Choosing a cycle
The Cycle list holds nine options, so most billing arrangements map onto one directly:
Once · Weekly · 2 Weeks · 4 Weeks · Monthly · 2 Months · Quarterly · Half yearly · Yearly
Once is the useful odd one out — it schedules a single invoice for a future date rather than repeating it, which is how you post-date an invoice you have already prepared.
Keeping the details current
Two switches at the bottom of the same panel decide what each new invoice picks up:
- Latest customer info — each run takes the customer’s current address, contact and settings rather than the ones stored when you set it up. Leave this on and a customer who moves keeps being invoiced correctly.
- Latest product info — each run takes current product details and prices. Turn this off if the agreed price should hold even when your list price changes.
Change the schedule later
You do not have to reopen the whole invoice. From the recurring invoice’s Action menu choose Recurring Invoice Schedule — the same cycle, dates and switches open in a small window.
Stopping a run
Set Send until to the date it should stop. There is no separate pause switch: a run ends by reaching its Send until date, or by deleting the recurring invoice.
To stop it now, set Send until to today or a date already past.