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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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