Recurring Invoices, Estimates & Payment Schedules

Recurring invoices

When you add a recurring product to an invoice, the system automatically sets the invoice to recur on that schedule — useful for ongoing retainers or membership-style billing. You can edit a recurring invoice after it is created, including its schedule and amounts, and you can configure automatic payments so the client is charged each cycle without manual sending.

Estimates

Estimates let you send a proposed price to a client (for example, a quote for a corporate group-training package) before converting it to an invoice once approved. Estimates live alongside invoices under the Invoices & Estimates area and follow the same product, tax, and discount logic.

Payment schedules and partial payments

For larger amounts you can break an invoice into a payment schedule (for example, a deposit now and the balance later). Payment schedules and partially paid invoices can be edited after creation if the amounts or dates change.

The revamped invoice editor

The current invoice editor shows your editing options on the left and a live preview on the right that updates as you type. You can add elements such as late fees, tips, and payment schedules from the toolbar, and add a product instantly by typing its name and pressing Enter. Review the live preview, then click Save to finalize and send.

Bank transfers (ACH / SEPA)

Where supported by your connected processor, invoices can accept bank-only transfers (ACH in the US, SEPA in Europe) in addition to card payments, which can reduce processing fees on larger invoices.