Help & Documentation
Offline-first guidance for safe gear lists.
Recurring Invoices
Turn an invoice into a schedule that generates drafts for you to review
A recurring schedule takes one of your invoices as a template and generates a fresh draft each billing cycle — monthly, quarterly, yearly, or a custom interval. Generated invoices always land as drafts for you to review and finalise; nothing is ever finalised, numbered, or sent automatically. Set a schedule up from any invoice, and manage your schedules under Settings → Accounting → Recurring invoices.
How recurring invoices work
A schedule is a template plus a cadence. The app produces drafts; you stay in control of finalising.
- When you make an invoice recurring, its current contents are snapshotted as the template — later edits to that original invoice don't change the schedule.
- Each due cycle produces a new draft invoice tagged with a 'Recurring' badge.
- Drafts carry no invoice number and are not sent — you review and finalise each one, exactly as with a normal invoice.
- Schedules sync across your devices.
Set up a schedule
Start from an existing invoice that looks like the one you'll send each cycle.
- Open Accounting → Invoices and find the invoice to repeat.
- From its row menu, choose 'Make recurring'.
- Name the schedule and pick the cadence: monthly, quarterly, yearly, or custom (every N months).
- Set the start date, and optionally an end date or a maximum number of invoices.
- Create the schedule — billing is anchored to the start date from here on.
Tips
- Month-end is handled sensibly: a schedule that starts on the 31st bills Feb 28, then back to Mar 31, rather than drifting earlier each month.
When the drafts appear
Generation happens in the app, not on a server — so it's worth knowing exactly when it runs.
- Drafts are created when you open the Invoices list in a new session. There's no background scheduler running while the app is closed.
- If several cycles have come due since you last looked, they're all generated at once (up to 60 per schedule in one pass; the rest follow in the next session), and a notice says how many recurring invoices were generated.
- Each cycle is generated only once — reopening the list won't create duplicates.
Common Pitfalls
- Expecting an invoice to be emailed on the due date by itself. It won't — open the app, then review and finalise the draft.
- If you've been away a long time, open the Invoices list to let the backlog of drafts catch up before month-end reporting.
Manage, pause, or stop a schedule
All schedule management lives in one place.
- Go to Settings → Accounting → Recurring invoices.
- Each schedule shows its cadence and next run date.
- Pause a schedule to stop generating drafts, and resume it later.
- Delete a schedule to stop it for good — invoices already generated are kept.
Common Pitfalls
- There's no in-place edit for cadence or dates yet. To change them, delete the schedule and create a new one from the invoice.
Recurring schedules remove the retyping but keep you in the loop: the app drafts each cycle's invoice, and you finalise it. Because drafts only appear when you open the app, make a habit of checking Invoices around each billing date.
Related Topics
See also