Set Up Recurring Invoices

Set Up Recurring Invoices

If you bill clients regularly — weekly, monthly, or quarterly — recurring invoices save you time.

How to Create a Recurring Invoice

1. Create a new invoice as normal (or edit an existing one)
2. Toggle Recurring on
3. Choose a frequency:

• Weekly
• Bi-weekly (fortnightly)
• Monthly
• Quarterly
• Annually

1. Optionally set a recurring end date (leave blank to continue indefinitely)
2. Save and send the invoice

How It Works

• OneBookPlus automatically generates a new invoice at each interval
• Each new invoice gets a unique invoice number
• The line items, amounts, and client details are copied from the original
• You'll see a recurring badge on the invoice in your list

Managing Recurring Invoices

• To stop a recurring invoice, edit it and toggle Recurring off
• To change the amount, edit the original invoice — future copies will use the updated amount

**Tip:** Recurring invoices are great for retainers, subscriptions, rent, or regular maintenance contracts.