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Create Recurring Invoices

Recurring invoices let you automate billing for clients you invoice on a regular basis. You set up a schedule once, and Fiskl creates and sends the invoices for you — reducing manual work and keeping your cash flow consistent.

Before You Begin​

  • Make sure the client you want to bill exists in Fiskl. See Clients for setup instructions.
  • If you plan to include unbilled time, mileage, or expenses, record those entries before creating the recurring invoice.
  • To use a reusable product or service template with placeholders, set it up in Products and Services first.

Create a Recurring Invoice​

A recurring invoice has two parts: a schedule that controls when invoices are created and sent, and an invoice template that defines what each invoice contains.

Set Up the Schedule​

  1. In the left sidebar, select Sales
  2. Select New Recurring Invoice
  3. Set the Start Date for your first invoice
  4. Select the billing frequency — weekly, monthly, or another interval
  5. For a custom frequency (for example, every two weeks), select Custom and enter your preferences
  6. Select when the schedule ends:
    • Select Runs indefinitely to continue until you stop it manually
    • Set an End Date to stop on a specific date
    • Set a number of occurrences to stop after a fixed number of invoices
  7. Set the Auto-send toggle:
    • Toggle Auto-send on to have Fiskl create and send each invoice automatically
    • Toggle Auto-send off to have Fiskl create the invoice as a draft and notify you when it is ready to review
  8. To include unbilled items, select the Unbilled Items checkbox and select the item types to include — Time, Mileage, or Expenses
tip

Fiskl saves your recurring schedule settings and applies them as defaults the next time you create a recurring invoice.

Create the Invoice Template​

Complete the invoice template the same way you would a standard invoice. See Creating Invoices for full details on line items, tax settings, and payment terms.

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For products or services that repeat across invoices, you can create a template in Products and Services with dynamic placeholders. For example: "1-year gardening contract for [client_name], expires [day+1Y]/[month+1Y]/[year+1Y]". When added to a recurring invoice, Fiskl fills in the placeholders automatically.

Start the Schedule​

Once your template is complete, select Start Schedule to activate the recurring invoice.

What happens next depends on your Auto-send setting:

SettingFiskl actionYou receive
Auto-send onCreates and sends the invoice, marks it as SentAn email notification the day before each invoice is sent
Auto-send offCreates the invoice, marks it as DraftAn email notification when each invoice is ready to send

Manage a Recurring Invoice​

After saving a recurring invoice, select the More button to access these actions:

  • Edit — Update the template or schedule settings
  • Print — Download or print the current template
  • End Schedule — Stop future invoices from being created

For a full list of management options, see Recurring Invoice Management.

Common Issues​

Unbilled items are not appearing in the recurring invoice

Unbilled items only appear if they have been recorded against the same client and are not already included on another invoice.

  1. Verify the time, mileage, or expense entries are assigned to the correct client
  2. Check that the entries have not already been billed on a previous invoice
  3. IVerify the Unbilled Items checkbox is selected and the correct item types are enabled
The recurring invoice is not sending automatically

If invoices are being created as drafts instead of sending automatically, the Auto-send toggle may be off.

  1. Select More next to the recurring invoice
  2. Select Edit
  3. Toggle Auto-send on
  4. Select Save