Recurring billing automation

Set up retainers and subscriptions that bill themselves.

How recurring works

Mark any invoice as recurring with a frequency (weekly/monthly/quarterly/yearly), and Invoicely's daily cron job creates new copies on schedule.

Creating a recurring invoice

See Recurring invoices for the full setup.

Auto-send option

By default, recurring invoices are created as drafts so you can review. To auto-send each new copy without intervention:

1. In the recurring template, scroll to Automation
2. Toggle "Auto-send when created"
3. Save

Stopping a recurring schedule

Open the original recurring template → toggle "Make this recurring" off, or set an end date. Future copies stop being generated. Already-created copies remain in your invoice list.