Docs » Recurring invoices
Recurring invoices
Auto-generate invoices on a schedule for retainers and subscriptions.
Use cases
- Monthly retainers (consulting, marketing, design)
- Subscription services (hosting, maintenance, SaaS)
- Membership fees
- Recurring product orders
Setting up
1
Create a regular invoice first
Just like normal — customer, line items, totals.
2
Toggle "Make this recurring"
In the editor, scroll to Automation → check the box.
3
Pick interval
Weekly / Monthly / Quarterly / Yearly. Set the start date and end date (or "no end").
4
Save
Done. Invoicely fires once daily and creates new invoices when the interval matches.
How it works
A daily cron job runs at midnight server time. For each recurring invoice template, it checks: is it time to create the next one? If yes, it duplicates the template, sets a fresh date and invoice number, marks it draft, and (optionally) auto-sends it.
⚠ Auto-send vs manualBy default, recurring invoices are created as drafts so you can review before sending. To auto-send each new copy, toggle "Auto-send when created."