Recurring invoices

Set up an invoice that repeats every day, week, month or year, and choose when the series ends.

A recurring invoice repeats on a schedule you set, so you don't have to rebuild the same bill each period.

Create a recurring invoice

1. Select Create, then Recurring Invoice.
2. Choose the customer and add the items, discounts or surcharges you want to bill.
3. Under Repeat Every, choose a number and a period: Day, Week, Month or Year. For example, 2 and Week bills every two weeks.
4. Choose when each invoice is issued and when your customer is notified, relative to the due date. For example, "7 days before due date".
5. Under Ends, choose Never, On a specific date, or After a set number of invoices.
6. For each item, discount or surcharge, choose whether it applies to this invoice only or to all future invoices in the series.
7. Review the details, then issue or schedule the series.

Screenshot to add: the Recurring Invoice settings showing Repeat Every and Ends

How customers pay

Each invoice in the series is sent the way you chose in the Communication section. Your customer can pay each one when it arrives, or turn on Autopay so future invoices from your business are paid automatically on their due dates. See Autopay.

Editing a series

When you edit an invoice that's part of a series, Finli asks you to choose Edit this invoice only or Edit this and following invoices. You can view and manage every invoice in the series from the Invoices page.

Need help? Email support@finli.com.

Updated October 22, 2026