Monthly invoices for retainers
Set it up
- When creating an invoice, tick Bill this every month before sending, or
- Press Bill monthly on an invoice you already sent, or
- Go to Recurring → New schedule to start on a later date.
The same lines are invoiced on the same day of every month (around 9am), with the same payment terms, and emailed automatically. Reminders apply as usual.
Change or stop
Open Recurring and press Pause or Resume. To change the amount, pause the old schedule and set up a new one from an updated invoice.
On the 29th, 30th or 31st, months without that day use their last day.
Related
Still stuck? Email [email protected] and a person will reply.
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