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 invoices → New 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 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.