Recurring invoices automate billing for subscriptions, retainers, and other charges that repeat on a schedule.

Common use cases

• Monthly service agreements
• Software or maintenance retainers
• Scheduled lease or membership billing

Enable recurring on an invoice

1. Create or edit an invoice.
2. Find Recurring Invoice? in the invoice options.
3. Select an interval (for example every 1 month, every 3 months) or choose Custom.
4. For custom schedules, set the repeat value and type (days, weeks, months, or years).
5. Optionally set Recurring ends on for a fixed end date.
6. Save the invoice.

How recurring invoices appear

Better Sales Pro generates invoices according to the schedule you defined. New instances appear on the invoice list like standard invoices and follow the same status and payment workflow.

Edit or stop a recurring series

Open the parent or most recent invoice in the series to adjust line items, amounts, or the recurrence schedule. To stop future billing, disable recurrence or set an end date. Existing unpaid invoices in the series remain collectible.

Related articles

• Create an Invoice
• Send an Invoice to a Client
• Manage Invoice Line Items and Settings