Skip to main content
All CollectionsRecurring InvoicesGeneral
How to Create and Send a Recurring Invoice
How to Create and Send a Recurring Invoice

Learn more about Zaprite's Recurring Invoices feature.

John avatar
Written by John
Updated over a week ago

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

Creating a New Recurring Invoice

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

  1. Create a New Recurring Invoice.

  2. Convert an existing regular Invoice into a Recurring Invoice.

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

Schedule

Internal Label

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

Start Date

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.

Send Frequency

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

Occurrences

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

Note: Recurring Invoices that have been Paused will not create or send any further Invoices until Activated again.

Details

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:

Invoice Number

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

Invoice Date

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

Note: Any PO Number added will be added to each Recurring Invoice.

Did this answer your question?