How to Set Up Recurring Invoices

Recurring invoices are perfect for subscriptions, retainers, and any regular billing. Here is how to set them up.

Step 1: Create a template invoice

Create the invoice as you would normally, with all line items, customer details, and terms.

Step 2: Mark as recurring

Click the "Recurring" button. Choose the frequency (weekly, monthly, quarterly, yearly, or custom).

Step 3: Set start and end dates

Choose when to start. Set an end date if the contract has a fixed term.

Step 4: Configure auto-send

Optionally, enable auto-send. The EBS will email the invoice to the customer on the due date.