Repeating invoices

For a monthly support plan, a quarterly retainer, a yearly licence or any other invoice that repeats — set up a repeating invoice template once, and Bizinly creates a real invoice from it on every date of its schedule, and can issue and e-mail each one automatically.

Setting one up

1. Open Repeating invoices → New. The form is the same shape as an invoice's: customer, lines, currency, payment terms, payment method and bank account.
2. Add a schedule: how often it repeats (day, week, month or year, every 1 to 120 of them), the first invoice date, and an optional end date.
3. Choose what happens on each occurrence: save it as a draft to review yourself, issue it, or issue it and e-mail it with the message settings you set up on the template (recipient, subject, message, whether to attach the PDF).
4. Activate the template. From then on it creates invoices on schedule automatically — or press Create next invoice now at any time to generate the next occurrence early.

What each invoice carries

Every generated invoice is an ordinary invoice — it shows on your Invoices list, can be paid, reminded and reported on exactly like any other, and links back to its template on the Related tab.

Text on a repeating invoice can use placeholders such as the month, the year, or the billed period, so a line like "Hosting — [Month Year]" prints correctly on every occurrence without you touching the template again.

From an existing invoice

On any invoice's page, press Make repeating to create a template from it — same customer, lines, terms, payment method and bank account, starting one month after the invoice's date. Review the schedule, then activate it.

Related: Create an invoice, Payment reminders, Contracts.