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Help Center › Invoices & payments › Recurring invoices
Recurring invoices
Repeat an invoice weekly, monthly, yearly or on a custom schedule for maintenance customers.
Use a repeating invoice for maintenance or mowing customers who pay on a regular cycle.
Before you start
Make the first invoice the way you want every copy to look: customer, lines, tax, notes and reminder plan.
Steps
- Open Invoices → New invoice, or open an existing invoice.
- Find Repeats. The choices are:
– One time
– Every week
– Every 2 weeks
– Every month
– Every 3 months
– Every year
– Custom… - For Custom…, a row Every appears. Type a number from 1 to 365 and choose days, weeks, months or years.
- Set Type to Recurring / maintenance. (Choosing a repeat while Type is Final switches Type to Recurring for you.)
- Tap Save draft or Save & send.
If you pick a service template that has a billing frequency, Repeats fills in by itself and a message tells you so.
What happens on each cycle
The next copy is scheduled one interval after the invoice’s due date. (For example, a monthly invoice due on the 15th makes its next copy on the 15th of the next month.) A background task checks every few minutes. When the date arrives, VisionScaper makes a copy:
- It gets the next invoice number.
- Its status is Sent, and the customer is emailed the invoice link.
- It keeps the same number of days between invoice date and due date as the original.
- Its reminders start fresh.
- The original stops repeating and the copy carries on the repeat, so the chain moves forward.
If the due date falls on a day your own subscription is suspended, repeats wait and resume when the account is active again.
Tips
- Check the customer’s email address before you turn repeats on, since copies are emailed automatically.
- Use Void on the latest invoice to stop a chain.
- If the price changes, edit the line on the next copy.
If something goes wrong
- “Set how often the custom repeat goes out.” The custom number must be at least 1.
- Copies did not appear. The repeat check runs in a background task. It handles up to 60 invoices per run. A paused account does not make copies.
- A copy went to the wrong person. Void it and fix the customer’s email.