- What Recurring Invoices Do
- How to Open Recurring Invoice Settings
- How to Configure a Schedule
- Frequency Options
- Delivery Options
- What Happens When an Invoice Is Issued
- How Specific and Infinite Schedules Work
- Usage Cost Details
- How to Edit or Disable a Schedule
What Recurring Invoices Do
Recurring invoices help you automate repeat billing for ongoing work, retainers, subscriptions, and other regular customer charges.
When you enable a recurring schedule on an invoice, Pricefic uses that invoice as the source template. On each scheduled issue date, Pricefic creates a new invoice from it and moves the schedule forward to the next date.
How to Open Recurring Invoice Settings
- Open the invoice you want to reuse.
- Click Set up recurring from the invoice actions menu.
- Turn on Enable recurring schedule.
You can configure the recurring settings from there and save them back to the invoice.
How to Configure a Schedule
When recurring is enabled, you can choose:
- How Often the invoice should repeat
- Next Issue Date for the first scheduled invoice
- Number of Documents as either infinite or a specific number
- Delivery Options for how new invoices should be handled after creation
The source invoice keeps the recurring schedule. Each newly created invoice is treated as a normal one time invoice.
Frequency Options
Pricefic currently supports these schedule intervals:
- Weekly
- Every 2 weeks
- Monthly
- Quarterly
- Yearly
After each issue, Pricefic updates the source invoice with the next issue date based on the frequency you selected.
Delivery Options
You can choose one of two delivery modes:
- Send automatically: Pricefic creates the invoice and then queues it to be sent by email
- Create as draft: Pricefic creates the invoice and leaves it in draft status for you to review and send manually
Automatic sending depends on the customer having an email address. If no customer email is available, Pricefic still creates the invoice but skips sending it automatically.
What Happens When an Invoice Is Issued
When a recurring invoice becomes due, Pricefic creates a new draft invoice based on the source invoice.
The new invoice copies over:
- Customer and business details
- Line items
- Payment methods
- Email settings
Pricefic also:
- Sets the new invoice date to the scheduled issue date
- Preserves the original due date gap by applying the same number of days from issue date to due date
- Generates a new invoice number so the new invoice stays unique
- Removes recurring settings from the newly created invoice so only the source invoice controls the schedule
Recurring invoices are processed automatically every day.
How Specific and Infinite Schedules Work
If you choose Infinite, the schedule keeps generating invoices until you disable it.
If you choose A specific number, Pricefic reduces the remaining count each time an invoice is created. Once the count reaches zero, the recurring schedule turns itself off automatically.
Usage Cost Details
For usage-cost details, see How the Credit System Works.
How to Edit or Disable a Schedule
Open the source invoice again and click Set up recurring to update the schedule.
To stop future invoices, turn off Enable recurring schedule and save. Pricefic removes the recurring configuration from that invoice and no more invoices will be generated from it.