Set up a recurring invoice once and Orbinly creates and sends each one on schedule. Find them under Invoices → Recurring.

1. 1

   Choose New Recurring Invoice

   Add a description, the client, and optionally a project.

2. 2

   Add line items and a currency

   Same as a normal invoice.

3. 3

   Set the schedule

   Choose a frequency: weekly, every 2 weeks, monthly, quarterly or annually. Set the first invoice date, an optional end date, and due days after generation.

4. 4

   Choose how it's paid

   Optionally auto-charge the client's saved card. This needs your Stripe account connected and a card saved by the client.

Running and managing them

• Invoices are generated once a day, so a recurring invoice dated today is created in that day's run.
• Each generated invoice behaves like any other: it's emailed, tracked, reminded and marked paid.
• Pause a schedule to stop generating without losing it, resume it later, or delete it. Invoices already created are kept.
• The list shows each schedule's frequency, next invoice date and auto-charge setting.