Zaprite's Recurring Invoices feature is a handy way to schedule and send an Invoice to the same Contact at set intervals.

You can create a Recurring Invoice in one of two main ways:

When creating a new Recurring Invoice, the first step is to create a Schedule that determines how your Invoices will be sent out.

Add a name for the Schedule so you can recognize it in the Recurring Invoices table list.

The Start Date determines when the first Invoice(s) will be created and sent. Each subsequent Invoice will be created and sent using this date as the basis for the interval calculations.

The default is Now, and if selected, the first Invoice will be created and Sent immediately.

As an example, if you create and start a Monthly Recurring Invoice on the 10th of the month, new Invoices will be created and automatically sent on the 10th of each subsequent month.

To have each Invoice sent on the first of each month, simply select the 1st of the next month as the Start Date and the Schedule will repeat on the first of each subsequent month.

Choose how often you would like the Invoice to be created and sent.

The default is Unlimited, which means the Invoices will be created and sent indefinitely until you Delete the Recurring Invoice or Pause the Schedule.

The Details section of a Recurring Invoice is similar to the Details section on our regular Invoice form. However, there are a few key differences as follows:

The Invoice Number will be generated at the time each Invoice is created, and will follow the existing numbering pattern for your Contact.

The Invoice Date will be automatically populated at the time each Invoice is created. It is based on the Start Date and Send Frequency.