Advanced Recurring Invoice Settings

Setting Up Recurring Invoices

If you bill the same clients on a regular schedule — monthly retainers, weekly services, or quarterly fees — recurring invoices eliminate the repetitive work of creating invoices manually.

Creating a Recurring Invoice

1. Go to Invoices from the sidebar
2. Click New Invoice
3. Fill in the invoice as normal — client, line items, amounts, and GST
4. Toggle the Recurring switch to on
5. Configure the recurrence settings:

• Frequency — Weekly, Fortnightly, Monthly, Quarterly, or Yearly
• Start date — when the first recurring invoice should be generated
• End date (optional) — when the recurrence should stop. Leave blank for indefinite
• Auto-send — toggle on to automatically email the invoice to the client when generated

1. Click Save

How Recurring Invoices Work

Once set up:

1. OneBookPlus generates a new invoice automatically on each recurrence date
2. If auto-send is enabled, the invoice is emailed to the client immediately
3. If auto-send is off, the invoice is created as a draft for you to review and send manually
4. Each generated invoice has a unique invoice number and the correct dates

Managing Recurring Invoices

To view and manage your recurring invoices:

1. Go to Invoices → Recurring tab
2. You'll see a list of all active recurring invoices
3. Click any entry to:

• Edit the template (changes apply to future invoices)
• Pause the recurrence temporarily
• Cancel the recurrence permanently
• View history — see all invoices generated from this template

Common Use Cases

• Monthly retainers — agency fees, consulting, managed services
• Weekly services — cleaning, gardening, maintenance
• Quarterly fees — bookkeeping, compliance, reporting
• Annual renewals — domain names, hosting, subscriptions

Tips for Recurring Invoices

• Use auto-send for clients who expect the invoice on a set date
• Set an end date for fixed-term contracts
• Review the Recurring tab monthly to ensure all schedules are correct
• Combine with AI payment chasing to automatically follow up if the recurring invoice goes overdue

**Tip:** Recurring invoices paired with Stripe online payments create a seamless billing experience — clients receive the invoice and pay with one click, every month.