You can set up invoices to be automatically created and even emailed to your clients based on a certain schedule. You can set the invoice frequency to either daily, weekly, monthly, or yearly. Here's how:
Click Sales from the Menu bar
Click on the Recurring Invoices
Find + Create Recurring Invoices on the top part of your screen
Step 1: When. Fill in these fields to set your recurring schedule. (Below are more details about each field)
Step 2: Template. Fill in the invoice details here like a normal invoice. Add information such as the client, line items, headers and footers, notes, and tags.
Step 3: Finish. Save!
More about the fields in Step 1: When:
Next on is the date that this recurring invoice should first be sent. It can either be today or a date in the future.
Ends on is the date that this recurring invoice should stop sending. It must be a date in the future. Selecting Never means it will be sent perpetually into the future based on your schedule until you come back in and set a stop date.
Repeats every is how often it will repeat based on the frequency period you select. For example Repeats every 1 with the Frequency period of Month means it will repeat every one month, or once a month.
Repeats on the lets you decide whether you want the invoice to repeat based on the DATE you chose or the DAY OF THE WEEK the first invoice happens to land on.
Email it? lets you decide whether you want each recurring invoice to be automatically emailed to your client (Yes please) or if you simply want the app to create the invoice and save it as a draft for you to manually send yourself (No thanks).
Need to STOP a recurring invoice? Easy!
Open up the recurring invoice
Click Stop Repeating under the Next On date