For monthly retainers, annual maintenance contracts and other regular fees, set up a schedule and the invoice is raised for you every period.
Set one up
- Go to Invoices → Recurring → New schedule, or open a project and choose Bill this every month from its menu.
- Choose the client (and the project, if it's for one), and add the lines. Type {period} in a line to show the period it's for: "Retainer for {period}" becomes "Retainer for March 2027", or "Q2 2027" for a quarterly schedule.
- Choose how often, the first invoice date, and optionally the last one by date.
- Choose what happens each period:
- Create a draft for me to check: the invoice waits in Invoices as a draft.
- Issue it: it's numbered and issued.
- Issue it and email the client: issued and emailed with the PDF attached.
- Click Set up schedule.
The lines are checked when you set the schedule up, so a missing SAC code or tax setting shows now, not on the day the invoice is due.
Each period
Invoices are raised on their date, in your workspace's timezone. If a month-end date doesn't exist (31 February), the last day of the month is used. If MSMEPulse couldn't run for a while, it catches up with one invoice per missed period.
Pause, resume or stop
Open the schedule:
- Pause stops new invoices. Resume carries on from the next period; periods missed while paused are skipped.
- Raise the next one now creates the next invoice today, for the period it was due for.
- Delete removes the schedule. Invoices it raised are kept.
If an invoice couldn't be raised (for example, the client was archived), the schedule shows why.