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How do I create a recurring profile from a regular invoice?

After you’ve created an invoice for a customer it’s easy to create a recurring profile in order to automatically send invoices to your customer every month.

Here’s how:

  1. Log in to your account and select Invoices.
  2. Find the invoice for the customer you want to create a recurring profile for. Click on it.
  3. In the Options box to the right of the invoice, click on the Make Recurring button. 
  4. Update any information on the invoice, including any items, tasks, terms, or discounts that will be the same every month.
  5. In the Schedule box on the right, decide the Date you want the invoices to start going out, how often the invoice will Recur, and the Max # of invoices to send (if there’s no end date, just leave it on Infinite).
  6. In the Billing options box, choose whether to turn on
    1. Auto-bill (automatically charge credit card)
    2. Credit Card payments
    3. PayPal payments
    4. Sending invoices
    5. Sending receipts
    6. Include unbilled time and expenses (manage details by clicking Preferences)
  7. Click the Save button above the invoice and Send when you’re ready to start recurring invoices. 

That’s it! Use the Recurring Profiles list to turn a customer profile on or off, and see when an invoice is scheduled to be sent.

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