Recurring invoices

Recurring invoices bill a customer the same amount on a repeating schedule, so subscriptions, retainers, and rentals invoice themselves. Recurring invoices are a Starter feature.

#How it works

You define a template — customer, line items, and cadence — and PaidFast generates a real invoice each period and (optionally) sends it automatically. Each generated invoice follows the normal invoice lifecycle: it can be paid online, tracked, and receipted.

#Setting up a recurring invoice

Open Recurring in the sidebar (or New → Recurring invoice in the top bar), expand New recurring schedule and set:

• Customer — who to bill each period.
• Line items — the products or services, with quantities, prices, and tax.
• Frequency — how often to issue (for example monthly).
• Start date — when the first invoice goes out.
• End — an end date or number of occurrences, or leave it running until you stop it.

#Automatic generation

PaidFast runs a daily job that checks every active recurring invoice and issues any that are due that day. Newly generated invoices appear under Documents → Invoices, and if sending is configured, the customer is notified with a payment link.

#Managing a schedule

• Pause / resume — temporarily stop generating invoices without deleting the schedule.
• Edit — change line items or amounts; changes apply to future invoices, not ones already issued.
• Stop — end the schedule entirely.

#Good to know

• Each generated invoice counts toward your monthly invoice limit.
• Amounts are fixed by the template — for usage that changes each period, raise a normal invoice instead.
• Pair recurring invoices with automated reminders so any that go unpaid are chased for you.