Send the same invoice every month

Pool cleaning, landscaping, and any flat monthly rate. Set it once and both client emails get it.

Walkthrough 1 of 5

Start an invoice

Go to Invoices and click New Invoice. Choose the client under Bill to. Both email addresses show under the name when the client has a second email.

Step 1
Start an invoice
Go to Invoices and click New Invoice. Choose the client under Bill to. Both email addresses show under the name when the client has a second email.
Step 2
Turn on Auto invoice
In the summary, set Auto invoice to Every month, Every 3 months, Every 6 months, or Every year. If the first line is still blank and the client has a monthly fee, that fee fills in.
Step 3
Pick the send date
Next send date is the day it goes out. The 31st lands on the last day of a shorter month. Save. This invoice stays the template you edit.
Step 4
What gets emailed
On that date a new invoice is created and emailed to the client email and the second email. Change the amount on the template and save, and only future invoices use the new rate.
Step 5
Stop it
Set Auto invoice back to Don't repeat, or void the template. Invoices already sent stay as they were.