Frequently Asked Questions

How do I create a Recurring Invoice?

Creating Recurring Invoices is easy in FreshBooks. These Invoices will be generated automatically based on the schedule you choose, giving your more time to focus on doing what you love. Perfect for those subscription-based Clients with whom you provide ongoing work on a recurring basis.

 

Setting Up A Recurring Template:

  1. Head to the Invoices section and create a New Invoice. You'll see the Make Recurring option in the Settings pane to the right:

    new_invoice

  2. Clicking on this will display a couple of the benefits surrounding Recurring Invoices - saving time, customization, and the ability to review Invoices prior to sending them to your Clients (which is great if anything needs to be changed or updated on each Invoice!). Continue by clicking on the Make Recurring button

    new_invoice_recurring_button

  3. You'll be presented with the Recurring Schedule, where you're able to select a Start DateHow Often the Invoices are to be generated, How Many Invoices are to be generated, and Delivery Options

    Delivery Options include the following: 

    delivery_options

    You're able to choose Send Invoices Automatically, so FreshBooks will create & send the Invoices based on the schedule, or you can choose to Create Draft Invoices which gives you the option to check the Invoice information prior to sending it to your Client

    recurring_template_send

  4. Click Done, and then fill out the Invoice details. Add a Client, Add Line Items, and feel free to add any Notes or other information the Client may need:

    recurring_template_completed

    If you had set the Start Date to today, the first Invoice will be created once everything has been Saved.

 

How to View Recurring Templates 

You can view Recurring Templates by going to the Invoices section and clicking on the Recurring Template text above the list. All Recurring Templates will display the frequency and the number of Invoices left to generate (if applicable):

recurring_templates_invoice_section 

Clicking on the Recurring Template will bring you to a preview of the generated Invoice. The green banner at the top of the Invoice shows that the Template is Active:

preview_recurring_template_profile
 

Deactivating Recurring Templates

To stop Recurring Invoices from generating, you'll need to either Delete the Template, or set the How Many number to 0 remaining by editing the Recurring Settings.