Recurring invoices and payment reminders

Two tools that handle routine billing for you. Recurring invoices create the invoice on a schedule. Payment reminders nudge customers about unpaid invoices.

Make an invoice recurring:

1. Open the invoice you want to repeat.
2. In its More actions menu, choose Make recurring.

3. Pick how often it repeats: weekly, every 2 weeks, monthly, quarterly, yearly, or a custom interval.
4. Pick when it ends: never, on a date, or after a set number of invoices.
5. Pick what happens each time: Save as draft so you review and send it yourself, or Email it automatically with a PDF attached.

Your schedules live under All pages, in the Sales group, as Recurring invoices. Pause, resume, or delete one anytime.

Deleting a schedule never deletes invoices it already created. And the original invoice is never changed, the schedule just starts from its shape.

If something goes wrong:

A schedule that hits a problem stops and shows Needs attention instead of guessing. Nothing is sent to your customer until you fix the cause and press Resume.

The row tells you exactly why it stopped, for example an archived customer or a backlog of missed dates.

Turn on payment reminders:

1. Click Settings at the bottom of the sidebar.
2. Find Payment reminders and switch them on.
3. Pick your timings: before the due date, on the due date, and after it.

Reminders email your customer from your business name. They stop on their own the moment an invoice is paid or voided.

Good to know:

• Reminders are off until you turn them on, per workspace.
• Every reminder email has a one-click link for the customer to turn their reminders off. They still receive invoices and receipts.
• Neither feature charges anyone's card. Collect payment your usual way and record it on the invoice.

Updated on: 03/08/2026