Go to Invoices → Recurring invoices → Schedule an invoice.
Pick an invoice template, fill in the draft details, and turn on Stripe and/or PayPal for online payments, if required.
Click Add client & schedule then choose the client.
By default, the system is set to "Create and send invoice automatically" to send invoices right away. You can also opt to create invoice drafts by selecting "Create a draft invoice only" instead of sending them immediately.
Choose the payment terms, start date, and every when the invoices should be sent.
Choose Send until (Until stopped, Set stop date, or Number of invoices).
Expenses and time entries are not included by default, but you can choose to include them by selecting one of these options:
Include unbilled time and expenses
Include unbilled time only
Include unbilled expenses only
Update the email template, and choose to send an online link and/or PDF.
Click Save, then click Start to activate it (Save alone won’t send anything).
NOTES:
If the creation date equals the start date, the first invoice sends immediately; later invoices are sent at 7:00 am local time.
Click HERE to learn more about including expenses and time entries in recurring invoices.
For the Set stop date and Number of invoices options, the recurring invoice will be tagged as Completed once the schedule finishes.
The contents of the invoice can be updated at any time; remember to click Save after making changes.
Recurring invoices can be saved as a draft and sent at a later date.
The payment terms for recurring invoices are set independently of ad hoc invoices.
Remember to download the Rounded mobile app!