Recurring invoices for monthly retainers
Last reviewed by the Agency Cloud team at Nilede Technologies
Short answer
In Agency Cloud any invoice can become a recurring one. Tick the invoice, choose Make recurring, and set how often it repeats and when it stops, by date or after a number of invoices. New invoices are made on the right day in your company’s time zone. Recurring bills for your own regular costs work the same way.
- Make recurring from an invoice you already sent
- Stop after a date or after a number of invoices
- Pause and resume at any time
- Recurring bills for your own regular costs
Will a recurring invoice ever be made twice?
No. Each recurring profile makes one invoice per date, even if the daily job runs again, and one source invoice cannot repeat twice while its profile is active or paused.
Questions
Are recurring invoices on the free plan?
Recurring invoices and bills are part of the paid plan for teams. See the pricing table on this page.