If you bill the same customer on a schedule, recurring invoices set that up once and handle it going forward.
Setting Up a Recurring Invoice
Navigate to Invoices and create or open an invoice as usual.
In Invoice Options, turn on Repeat.
Set your schedule under Repeat Every. Choose your number and cadence: day, week, month, or year.
Choose the day it repeats on. This is anchored to the invoice date. For example, if your Invoice Date is set to the first of the month, you'll see options for every 1st of the month.
Set an end: never, on a date, or after a set number of invoices.
Click Send & Repeat. You'll confirm auto-send or review in the next screen.
Tip: Line items, tags, attachments, and CC lists you set on this invoice carry into every invoice in the series.
Choosing Auto-Send or Review First
After clicking Send & Repeat, you can choose how hands-off you want to be:
Auto-send: Check the box to have Ambrook create and send each invoice on schedule. No action needed.
Review first: Leave the box unchecked if you prefer to review the invoice before it goes out. Ambrook creates a draft instead and emails you when it's ready to review.
Regardless of which you select, every invoice in the series appears in the Upcoming tab.
Editing or Ending a Series
To change an upcoming invoice, open it in the Upcoming tab, make your edit, and click Save. You'll be asked:
This scheduled invoice only: for a one-time change, like a discount.
This and following scheduled invoices: for a permanent change, like a rent increase.
To skip an upcoming invoice or stop a series, click the "..." next to an invoice. You'll be prompted to select:
This scheduled invoice only: for a one-time skip.
This and following scheduled invoices: to stop future invoices going forward.
Invoices already sent aren't affected.
Note: The cadence can't be adjusted to a one-off custom date. If your first invoice needs an irregular date, send it separately before starting the series.
FAQ
Can I see which upcoming invoices are on auto-send or will become a draft?
Yes. Underneath the "Scheduled" date, you'll see either an "Auto send" or "Draft label."
Can I set recurring invoices to auto-send later?
Yes. The next time you go to send a draft, just check the box to "Send future invoices automatically."
Can I change the cadence of recurring invoices after it's set up?
Not right now. If you need to change the cadence, we recommend stopping your current series and starting a new one.
What plans is this available on?
Recurring invoicing is available on Build, Pro, and Full Service plans. See pricing to learn more.
Have a question or workflow we didn't cover? Email us at support@ambrook.com.