How to Set Up Your First Recurring Invoice in Under 5 Minutes

Setting up your first recurring invoice is simpler than you think. Here is the 5-minute process from start to finish.

Minute 1: Add Your Client

Enter your client name, email address, and billing address. This information is saved so you only need to do it once per client.

Minute 2: Add Line Items

Describe your services — "Monthly SEO Retainer", "Website Hosting", "Consulting Hours" — whatever you bill for. Set the quantity and rate for each item.

Minute 3: Set the Schedule

Choose your billing frequency: weekly, monthly, quarterly, or annual. Pick the start date for the first invoice. Set your payment terms (Net 15, Net 30, or Due on Receipt).

Minute 4: Review Everything

Check the client details, line items, and schedule. Preview the invoice to make sure it looks right. Verify the total amount is correct.

Minute 5: Activate

Turn on the recurring schedule. Your first invoice will be generated and sent on the date you selected. Every subsequent invoice follows automatically on the same schedule.

What Happens Next

You are done. The system generates invoices on schedule, sends them to your client, and tracks payment status. You will see everything on your dashboard — paid, pending, and overdue. Set up reminders for overdue invoices and your entire billing workflow runs itself.