Pair recurring invoices with AutoPay once Bill Pay launches (coming soon), and you won’t have to think about these expenses at all. Create it, schedule it, forget it.
Create a Recurring Invoice
1) Go to the Orders page and click Add Invoice > Create Invoice.
You’ll see a few options for manually creating a new invoice.For more details on one-time category invoices, see Manual Category-Level Invoices.
2) Select “Recurring invoice”
3) Fill out the details for your recurring invoice:
- Vendor: The dropdown shows all your existing vendors.
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Recurrence Details — choose one:
- Day of the month Note: Picking 31/Last will always create the invoice on the last day of the month, regardless of whether the month has 28, 30, or 31 days.
- Day of the week
- Payment Account: Defaults to Accounts Payable, but you can select any active Payment Account.
- Category & Total: Pick the right category from the dropdown and enter the amount. There are no individual line items on this type of invoice — just the category total.
- Additional Charges: Add any extra fees or taxes if needed.
- The total at the bottom calculates automatically.