How to manage recurring invoices

Recurring invoices are useful for retainers, subscriptions, or any client you bill on a fixed schedule. See how to create a recurring invoice to start, and how to edit a recurring invoice to update schedules.

Open recurring invoices

1. Expand Sales in the left navigation.
2. Select Recurring to open the recurring invoices list.
3. Use search to find a schedule by name, series, or client.

Create a recurring schedule

1. Select New recurring invoice.
2. Enter a name, choose the client, and add line items like a normal invoice.
3. Set frequency, start date, and optional end date.
4. Choose whether Fiscora should auto-issue or auto-send emails after each run.
5. Save the schedule when the setup matches your billing agreement.

Manage existing schedules

1. Open a recurring invoice to edit client, lines, or automation settings.
2. Use Pause to stop future runs temporarily without deleting the schedule.
3. Use Resume when billing should continue.
4. Delete a schedule you no longer need from the row actions menu.

What to verify

1. Check the Next run date so you know when the next invoice will be created.
2. Confirm the client email is present if you rely on auto-send.
3. Review issued invoices after each run to confirm amounts and tax settings stayed correct — see how to issue an invoice.