Set up recurring invoices
Create a schedule
Open any invoice and choose Make recurring, or go to Invoices → Recurring → New schedule. Pick a frequency: weekly, every two weeks, monthly, quarterly or yearly. Choose the start date and either an end date or a number of occurrences.
Auto-send or review first
Each schedule has two modes. Auto-send creates and emails the invoice on the scheduled date at 09:00 in your account time zone. Draft for review creates a draft and notifies you, so you can adjust hours or amounts before sending.
Auto-charge
If the client saved a card or bank account in the client portal and agreed to automatic payments, you can enable Auto-charge. The payment is attempted on the invoice date; if it fails, Quillstack retries after 3 and 7 days and emails both you and the client.
Editing a schedule
Changes to a schedule apply to future invoices only. Invoices that were already generated are not changed. Recurring invoices are available on Solo and Studio plans.