Recurring Invoices

This feature is available on the Pro plan.

If you bill a client the same amount on a regular schedule — monthly retainers, weekly services, quarterly fees — recurring invoices save you from creating the same invoice every period.

Setting up a recurring schedule

Go to Invoices → Recurring and click New schedule.

Fill in:

• Client — who the invoices are billed to
• Line items — the services and amounts (same as a regular invoice)
• Frequency — how often to generate: weekly, monthly, quarterly, or annually
• Start date — when the first invoice should be generated
• End date or invoice limit (optional) — when to stop generating invoices. Leave blank to run indefinitely.

Click Save to activate the schedule.

How invoices are generated

On each scheduled date, AgentInvoice automatically creates a new draft invoice with your configured line items.

You'll receive a notification when each invoice is generated. Review it, make any adjustments, finalize it, and send it to the client. The draft step gives you a chance to update amounts or add notes before the invoice goes out.

Editing or pausing a schedule

Open the schedule from Invoices → Recurring to:

• Edit the line items, frequency, or dates
• Pause the schedule temporarily (no invoices generated while paused)
• Delete the schedule entirely

Editing a schedule only affects future invoices — invoices already generated are not changed.