When to Use Recurring Invoices
Recurring invoices make sense when you bill the same client the same amount on a regular schedule. Monthly retainers, subscription services, ongoing maintenance contracts, and regular consulting engagements are all good candidates. Instead of creating a new invoice each period, set it up once and let the system handle the rest.
Setting Up Recurring Billing in CleverInvo
Create an invoice as usual, then mark it as recurring and choose the frequency: weekly, biweekly, monthly, quarterly, or annually. Set a start date and optionally an end date. CleverInvo generates the invoice on schedule, increments the invoice number, updates the dates, and can email it to the client automatically.
Managing Recurring Invoice Changes
When a retainer amount changes or a service contract is updated, edit the recurring invoice template. Future invoices will use the updated amounts. Previously generated invoices remain unchanged in your history, giving you an accurate record of what was billed in each period.
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Frequently asked questions
Can I set up recurring invoices on the free plan?
Recurring invoices are available on paid plans. You can create and download individual invoices on the free plan and duplicate them manually for repeat billing.
What frequencies are supported for recurring invoices?
Weekly, biweekly, monthly, quarterly, and annually. You can also set a custom day of the month for the invoice to be generated.
Can I pause a recurring invoice?
Yes. Pause and resume recurring invoices from your dashboard. Paused invoices will not generate until you reactivate them.
Can I change the amount on a recurring invoice?
Yes. Edit the recurring invoice template and future invoices will use the updated amounts. Previously generated invoices remain unchanged.