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Managing Recurring Invoices

Manage your recurring invoice schedules from a single list — pause, edit, or end them at any time without affecting invoices already created.

Accessing Your Recurring Invoices​

Go to Sales > Recurring invoices in the left menu to see all your active, paused, and ended recurring schedules.

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Invoices created by a recurring schedule appear in both the regular invoice list and the recurring invoice list. They work like regular invoices, with the added ability to view all invoices from the same schedule.

Available Actions​

From the recurring invoice list, you can:

  • Edit — Modify the invoice template, the schedule, or both
  • Pause — Temporarily stop future invoices from being created and sent
  • End — Stop all future invoices and remove the recurring template
  • View related invoices — See all invoices generated by a specific schedule

Editing a Recurring Invoice​

You must pause a recurring invoice before you can edit it.

  1. Go to Sales > Recurring invoices
  2. Open the recurring template
  3. Select Pause
  4. Select the More options button, then select Edit
  5. Make your changes to the template, the schedule, or both
  6. Select Start to reactivate the recurring invoice
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You must select Start after editing to resume the schedule. This applies whether you changed the template, the schedule, or both.

Pausing a Recurring Invoice​

Pausing stops future invoices from being created without removing the template or schedule.

  1. Go to Sales > Recurring invoices
  2. Open the recurring template
  3. Select Pause Schedule

To resume, select Start when you are ready to reactivate it.

Ending a Recurring Invoice​

Ending a recurring invoice permanently removes the template and schedule.

  1. Go to Sales > Recurring invoices
  2. Select End on the invoice you want to stop

This action does not affect any invoices already created by the schedule.

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After a recurring invoice ends, you can still view all invoices it created. In the regular invoice list, select the Scheduled filter to find them.

Common Issues​

I ended a recurring invoice — where are the invoices it created?

Ending a recurring invoice removes the template and schedule, but all previously created invoices are preserved. To find them, go to Sales > Invoices and select the Scheduled filter.

I need to edit a sent or paid invoice that was created by a recurring schedule

Invoices created by a recurring schedule follow the same editing rules as regular invoices. To edit a sent invoice, open it and set the status to Draft, make your changes, then save.

For paid or partially paid invoices that have been matched in accounting, you need to unmatch the transaction first. See Invoice Management for full details.