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Create a recurring invoice

Schedule invoices to generate on a weekly or monthly cadence, then pause, edit, or cancel from Recurring Invoices.

Side menu item for Recurring Invoices — Manage schedules

Use recurring invoices for retainers, subscriptions, or any work you bill on a fixed schedule. Trueinvoice stores a schedule and generates invoices from it over time.

1. Create recurring invoice

Create Invoice with Recurring Invoice schedule summary

  1. Open the side menu → Recurring Invoices.
  2. Tap +. Recurring is already on (no toggle).
  3. Review the schedule summary (for example Monthly · 1st), add contact and items, then tap Schedule.

You can also turn on Recurring Invoice while creating a normal invoice — see Create an invoice.

2. Configure the schedule

Schedule Configuration sheet

  1. Set Frequency (for example Monthly).
  2. Set Day of month (or day of week, depending on frequency).
  3. Choose an End condition — for example After N invoices — then enter the Number of invoices. You can also end on a specific date when that option is selected.
  4. Optionally turn on Auto-send to client so each generated invoice is emailed automatically. This only works when the contact has an email on file.
  5. Tap Save on the schedule, then tap Schedule on the invoice.

3. View schedules

Recurring Invoices list with status filters

  1. Open the side menu → Recurring Invoices to see every schedule. Filter by Active, Paused, Completed, or All.
  2. Each card shows the client, amount, frequency (for example Monthly · 1st), status, and next run date (or Completed / Cancelled). Tap a card to open that schedule, or tap + to create a new one.
  3. Find generated invoices on the main Invoices tab — they look like any other invoice and show a small repeat icon next to the client name.
  4. You can also review them under Generated Invoices when you open the schedule (next step).

4. Update schedule and view generated invoices

Edit Schedule — payment info, notes, signature, generated invoices

On Edit Schedule you can review totals and adjust the same options as a normal invoice:

  1. Toggle Payment Info (for example Stripe) or edit payment notes.
  2. Edit Notes, or keep Using default from settings.
  3. Leave Add Signature on so your saved signature appears on generated invoices.
  4. Review Generated Invoices already created from this schedule (number, date, amount, and status).

From the bottom bar:

  • Save — keep your changes
  • Pause — stop future runs without deleting the schedule (resume later when it is paused)
  • Cancel — leave without saving

Use the trash icon in the header to delete the schedule.

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