Recurring invoices and automatic reminders

Set up a recurring invoice

1. 1Go to Recurring → New schedule.
2. 2Pick the client, the line items and the frequency (weekly, monthly, quarterly or annually).
3. 3Choose whether each generated invoice is emailed automatically or left as a draft for you to check.

Reminders

Overdue reminders run daily. Configure the schedule and the wording under Settings → Email → Templates. Each reminder includes the portal link so the client can pay immediately.