Creating new recurring invoices

Creating new recurring invoices

Creating new recurring invoices

Recurring invoices are a great way to put your invoices on autopilot

If you have customers on retainer or invoice them frequently for the same thing, recurring invoices are going to save you a lot of time. 

To create a recurring invoice

  1. Select the recurring invoice and click "Create recurring invoice"

  2. Fill out the customer information on your invoice

  3. Add product details and pricing.

  4. Pick the start and end date for the sequence of recurring invoices. You can leave the end date blank. Note that invoices can only be started today or in the future, not in the past. If you have an outstanding balance, you can use a one-time line item (see below).

  5. Set the repeat time frame which tells Sunrise how often you want to bill your customer.

  6. Next, customize the message you want to send your customer.  You can use the default message or create a custom message. Here are some tricks to formatting the message.

  7. Finally, confirm your payment methods.

  8. To approve and send your recurring invoice, click "Start recurring invoice". If you're not ready to start the recurring schedule, select "Save draft." 

Sunrise will automatically send out invoices, saving you time and energy.

Add a one-time item to a recurring invoice

There’s a feature specific to recurring invoices. When you hover over a line item, you’ll notice an infinity symbol. Clicking on the infinity icon will allow you to toggle between a one-time item and a recurring item. 

Recurring payments for invoices

Editing recurring invoices

    • Related Articles

    • Editing a recurring invoice

      Making sure your recurring invoices are up to date is crucial to maintaining your relationship with your customers. No one likes receiving an unexpected invoice! If you need to make changes to future scheduled invoices, you can edit the recurring ...
    • Variables for Recurring Invoices and Email Templates

      Use these variables to automatically populate default emails or recurring invoices. With subscription invoice variables, you do not have to manually update subscription invoices with, for example, week number, month name, and more. This means that ...
    • Creating a New Product

      Sometimes, working on the invoice screen, the product needed does not display in the selection menu. This is how to fix the problem. Click "+ Create new" at the bottom of the select menu.   A new window will pop up  Fields:  Name of product or ...
    • Creating a New Product or Service for Invoicing

      Overview Creating a new product or service is the first step to being able to create your invoice. This will allow you to customize the service and products that your business offers and how your revenue for these products and services are ...
    • Recurring payments for invoices

      Recurring payments for invoices Accept automatic payments when you use recurring invoices When you create a recurring invoice, your customers have the option to set up automatic payments using Bank Transfers (US only) and Credit/Debit cards, which is ...