How to Set Up Recurring Invoices
Setting up recurring invoices takes just minutes and saves hours every month. This quick start guide walks you through the exact process — from signing up for invoicing software to activating your first automated billing schedule.
No credit card required. Free plan includes 5 invoices/month.
Quick Answer
Set up recurring invoices in 5 steps: sign up for invoicing software, add your client details, create the invoice with line items, choose the billing frequency and start date, then activate the schedule. Total setup time is under 15 minutes.
Definition
Recurring invoice setup is the one-time configuration process of creating an automated billing schedule in invoicing software, where you define the client, services, amounts, and frequency so invoices are generated automatically each cycle.
Before You Start
You need three things: invoicing software with recurring billing support, your client details (name, email, billing address), and your service details (descriptions, quantities, rates). Gather these before starting and the setup will take under 15 minutes.
Step 1: Create Your Account
Sign up for InvoiceBlitz (free plan available). Set up your business profile with your company name, address, logo, and payment details. This information appears on every invoice you send, so get it right once and it works forever.
Step 2: Add Your Client
Navigate to the Clients section and add your client details: business name, billing contact name, email address, and billing address. If they use purchase order numbers, include that too. Save the client record.
Step 3: Create the Recurring Invoice
Go to Schedules or Recurring Invoices. Select your client. Add line items with clear descriptions, quantities, and rates. Set payment terms (Net 15 recommended). Choose the billing frequency — monthly is most common. Pick the billing day and start date.
Step 4: Set Up Payment Reminders
Enable automatic reminders for unpaid invoices. A good sequence: reminder 3 days before the due date, on the due date, and 7 days after. This reduces late payments significantly without you having to send manual follow-ups.
Step 5: Activate and Verify
Save and activate the recurring schedule. Check the next scheduled invoice date. When the first invoice generates, review it before sending. After 2-3 successful cycles, trust the system and add more clients. You are now billing on autopilot.
Key Takeaway
Setting up recurring invoices is a one-time investment of about 15 minutes per client that eliminates monthly billing work entirely. Start with your top 3 clients and expand from there.
Frequently Asked Questions
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About 10-15 minutes per client. Most of that time is entering client details and service descriptions the first time.
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The free plan supports one-off invoices. Recurring scheduling is available on the Starter plan ($5/month) and Pro plan ($10/month).
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InvoiceBlitz supports weekly, biweekly, monthly, quarterly, and annual billing frequencies. Custom schedules are also available.
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Yes. Edit the recurring invoice at any time to change the frequency, amount, line items, or billing day. Changes apply to the next invoice.
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