Invoices that are sent on a recurring basis can be set up on a recurring schedule through Express Accounts. To create a recurring invoice schedule, fill out an invoice as usual, click the Record button and then select the Save as Recurring from the Record Invoice dialog.

Start date:

Enter the date when the invoice should first be generated.


Select how often the invoices should issue.


Select the action that should be done after invoice has been recorded, if the invoice should be printed, emailed, or faxed.

Replace the string %period% in any description with dates

It is sometimes useful to print the actual billing period on the invoice to the customer to explain what period the invoice is for. To do this enter descriptions with the word "period" circumfixed with percentage symbols, i.e., %period%, that way whenever a recurring invoice is issued, the %period% will be replace with the actual dates of the invoice.

Update the prices of any items that have been changed

If this is ticked, whenever a recurring invoice is recorded it will check if the item price has changed. If it has, the invoice prices will be updated.

Automatically charge customer by credit card

If this is ticked, and the invoice payment method is set to Credit Card, the customer will be charged automatically by credit card at every invoice interval. To enable credit card payments, the customer's credit information must be recorded on the Credit Card tab of their customer record (see Customer~Credit Card), and the credit card gateway must be configured in Options (see Options~Credit Card Gateways).