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Creating Recurring Invoices

Recurring invoices offer a practical solution for freelancers and small businesses by streamlining the billing process. They help ensure timely payments, reduce manual work, and keep your finances organized, allowing you to focus more on your core business activities.

Recurring invoices in Fiskl consist of a regular invoice which serves as a template and a schedule that controls when the invoice will be created and sent. It has some other nifty features like automatically including billing items for a client. (e.g., time booked during the week that is allocated to the same client can be automatically included.)

Creating a Recurring Invoice​

  1. Select Sales from the left menu
  2. Select the plus button next to Recurring invoices

Set up the Schedule​

  1. Set the start date and choose the frequency
  2. For custom frequencies (e.g., every two weeks), select "Custom" and enter your preferences
  3. Choose when your recurring schedule will end:
    • Add an end date
    • Set it to end after a number of occurrences
    • Toggle "Never stop" for indefinite recurrence
  4. Decide on auto-send options:
    • Check "Auto-send" for Fiskl to automatically create and send your invoices
    • Uncheck "Auto-send" for Fiskl to create the invoice and notify you when it's ready to send
  5. To include unbilled items (e.g., Time, Mileage, or Expenses), check the unbilled items option and select the required items
tip

Fiskl will remember your recurring settings for future recurring invoice templates.

Create the Invoice Template​

Follow the steps in the "Create invoices" section to complete your invoice template, then select "Save and review".

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For recurring products/services, create a template in Products and Services with placeholders that auto-fill when added to a recurring invoice

  • e.g., 1-year gardening contract for "JP Photographers", expires 30/09/2025
  • Go to Products/Services, turn [template toggle] on and add a name
  • Select relevant placeholders, e.g., 1-year gardening contract for [client_name] expires [day+1Y]/[month+1Y]/[year+1Y]

Starting Your Recurring Invoice​

  1. On the sending screen, review and edit:
    • Schedule settings
    • Payment methods
    • Email content
    • Attachments
    • Template or brand
  2. Select "Start" to activate the recurring schedule
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For auto-send invoices, Fiskl will:

  • Automatically send the invoice by email and mark it as "Sent"
  • Email you the day before the invoice is scheduled to be sent

For manual-send invoices, Fiskl will:

  • Create the invoice and mark it as "Draft"
  • Email you when the invoice is ready to send

Remember: Regularly review your recurring invoices to ensure they remain accurate and up-to-date with your business needs.