Recurring Invoices

Recurring invoices let you automatically generate invoices on a schedule — ideal for retainer clients, subscriptions, rental income, or any regular billing.

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Setting Up a Recurring Invoice

When creating or editing an invoice:

1. Toggle on Recurring Invoice
2. Set the recurring options:

Field	Description
Interval	How often — e.g. enter 1 for every period, 2 for every other period
Frequency	The period unit — Daily, Weekly, Monthly, or Yearly

3. Save the invoice as normal

Examples:

• Every month → Interval: 1, Frequency: Monthly
• Every 2 weeks → Interval: 2, Frequency: Weekly
• Every quarter → Interval: 3, Frequency: Monthly

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How It Works

After the invoice date, Acusheet automatically:

1. Creates a new invoice based on the original
2. Sets the correct invoice date and due date
3. Assigns a new invoice number
4. Saves it as a draft ready for your review

The next scheduled date is calculated from the previous occurrence using the interval and frequency you set.

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Stopping a Recurring Invoice

To stop future invoices from being generated:

1. Open the original recurring invoice
2. Click Edit
3. Toggle off Recurring Invoice
4. Save

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Editing a Recurring Invoice

1. Open the original recurring invoice
2. Click Edit
3. Update any fields — including the recurring schedule
4. Save

Edits only affect future generated invoices. Invoices that have already been created are not changed.

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Viewing Recurring Invoices

On the Invoices list, recurring invoices are marked with a recurring icon. Filter by recurring to see all of them at once.

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Frequently Asked Questions

Are recurring invoices created automatically even if I'm not logged in?
Yes. Acusheet generates them in the background on the scheduled date regardless of your activity.

Can I change the amount for a specific occurrence without affecting future ones?
Yes. Once a recurring invoice generates a copy, you can edit that individual copy without affecting the original schedule.

What happens if a recurring date falls on a weekend?
The invoice is generated on the exact scheduled date, including weekends and holidays.

Can I apply a different tax rate to recurring invoices?
Tax rates are inherited from the original invoice. Edit the original to change future occurrences.

How do I set an end date for the recurrence?
There is no end date field — simply toggle off Recurring Invoice when you want to stop the schedule.