ShippedAutomation
Recurring Invoices
Schedule invoices to be generated automatically on a set interval — ideal for monthly retainers and ongoing contracts. Configurable frequency, start date, limits, due-date offset, and optional auto-send.
Released in version 1.6.0 on April 4, 2026.
What was done
- Templates generate invoices every hour, day, week, 15 days, month, 6 months, or year.
- Each template has a start date, an optional end date or invoice limit, and a due-date offset such as net 30.
- With Send Automatically on, each new invoice is emailed to the customer with a secure view link.
- Templates are Active, On Hold, or Completed, and they complete automatically when they reach a limit.
- The edit page lists every invoice a template has generated.
- Recurring invoices have their own menu item and permissions.
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