How to Set Up Recurring Invoices

Automate invoices for retainers and subscription-style billing.

1. 1

   Create a schedule

   Go to Recurring > New Schedule, choose a customer, add line items, and set a billing frequency such as weekly or monthly.

2. 2

   Set start and end dates

   Define when the schedule begins and, optionally, when it should automatically stop.

3. 3

   Let Zap Bill generate invoices

   On each billing cycle, a new invoice is created automatically from the schedule template.

4. 4

   Pause or cancel anytime

   Update a schedule's status whenever a customer relationship or engagement changes.

5. 5

   Review generated invoices

   Invoices created by a schedule appear in your normal Invoices list, just like any other invoice.