Before you start
Recurring invoices are only available on the Billdu website - not on mobile
Make sure your client's email address is saved on their profile before setting up
Check that your web email settings are configured - recurring invoices are sent using those settings
How to set up a recurring invoice
Go to Documents - Recurring Invoices
Click New Recurring Invoice
Enter a name for the recurring event
Set the date when the first invoice should be created
Choose the recurrence frequency - weekly, monthly, or yearly
Set the number of cycles - from 1 to indefinitely
Select whether to send the invoice by email to the client automatically
Choose a client and fill in the invoice details
Click Save
From this point, Billdu will create and send the invoice automatically at the intervals you set.
Important note on monthly recurrence
If you set a recurring invoice on the 31st of a month, the next invoice will be created on the last available day of the following month instead:
31st January - next invoice: 28th February
28th February - next invoice: 28th March (not 31st)
What happens next
Invoices are created automatically at the set intervals
The invoice layout follows your Document settings
If you update your client's details in their profile, make sure to update your recurring invoices accordingly
Tips
Recurring invoices use your web email settings - make sure those are set up correctly before saving
If you need to change client details on an existing document, refer to the article Change client details on a document
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.