If you charge a client the same amount every so often, an invoice you’ve already sent can repeat on its own every week, month, quarter or year. Each period a new invoice is issued, with its own number, that day’s date and the same payment terms as the original.
How to set it up
- Open Books → Invoices and tap the invoice you want to repeat. It has to be sent, overdue or paid: drafts can’t be repeated
- Tap Repeat this invoice
- Choose Every week, Every month, Every quarter or Every year
- Leave Send it automatically by email on so each invoice reaches your client with the pay button. If you switch it off, each one is saved as a draft for you to check
- If you like, switch on Charge automatically (explained below)
- Tap Start. You’ll see Done. The next one goes out on and the date of the first one
The first one goes out at the start of the next period: for example, with Every month, in a month’s time.
Charge automatically
Your client authorises their card or direct debit once, and every invoice pays itself. When you start, we email them a link to authorise it; you can also tap Send this link to your client to pass it on yourself. Until they do, you’ll see Waiting for your client to authorise, and afterwards Charged to with their card or account. Direct debit is offered in euros and pounds; in dollars, card only. If a charge fails, we send them the invoice with the pay button and let you know.
Pause or stop repeating
Repeating invoices appear at the top of Books → Invoices, under Recurring. Tap one to Pause, Resume or Stop repeating. Invoices already issued are not affected. If one couldn’t be sent, you’ll see The last one couldn’t be sent.
Before repeating an invoice, it helps to know how to create and send an invoice; to connect Stripe, connect Stripe to accept card payments. If something doesn’t work, write to us from Settings → Support → Contact support or at support@aiden.es.