Set up recurring invoices for a retainer client

Auto-generate invoices on a schedule instead of building the same invoice by hand every month.

1. Open Invoices → Recurring and click New recurring invoice.
2. Pick the client, add line items, and choose a frequency (weekly, monthly, quarterly, or yearly).
3. Optionally turn on Email the invoice to the client automatically so each run is sent without you doing anything.
4. Click Generate now to create the first invoice immediately, or just save and let it start on its schedule.

Recurring invoices aren't available on the Free plan.

Tip: Use Pause instead of deleting when a retainer is on hold — resume it later and past invoices stay untouched.