Recurring invoices
Set up recurring invoice templates that turn into invoices on schedule, and stop the recurrence when the arrangement ends.
The problem it solves
Retainer and monthly service billing is forgotten when someone has to raise it by hand.
How it works
- Create a recurring invoice template for the client.
- Invoices are generated on schedule.
- Cancel the recurrence when the arrangement ends.
What your practice gets
- Retainer billing happens on time.
- No monthly manual invoicing.
- Easy to stop.
Watch it in the product
A short recording of recurring invoices in use.
Questions accountants ask
How are the invoices created?
Automatically from the template, on schedule.
Can I stop a recurring invoice?
Yes. Cancel the recurrence at any time.
Can I edit the template?
Yes. Future invoices use the updated template.
Related features
Features that work alongside recurring invoices.
Invoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoInstalment plans with direct debit
Split an invoice into instalments collected by client-authorised direct debit, with automatic retries for failed debits.
Commission splits
Split commission on an invoice, review commission and exclude lines that should not attract it.
Online invoice and payment link
Clients open their invoice online, download the PDF and pay by card from a link.
Invoice import from other systems
Import invoices from your previous software by CSV, with AI-suggested column mapping and a preview before import.
Invoice and quote templates
Customise the PDF templates for invoices and quotes, with a preview, so documents carry your brand.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.