Recurring invoices let FinovaOS automatically generate and send invoices on a set schedule — saving you hours every month.
When to use recurring invoices
- Monthly retainer clients
- Subscription-based services
- Regular maintenance contracts
- Rent or lease billing
How to set up a recurring invoice
1
Go to Sales → Invoices → New Invoice and fill in all the invoice details as normal.
2
At the bottom of the form, toggle on Make this a recurring invoice.
3
Set the frequency: Weekly, Monthly, Quarterly, or Custom (e.g., every 45 days).
4
Set the start date and optionally an end date (or leave open-ended).
5
Choose Auto-send to email the invoice automatically, or Create draft to review before sending.
6
Click Save Recurring Invoice. FinovaOS will handle the rest.
💡Tip: You can pause, edit, or cancel any recurring invoice at any time from Sales → Recurring Invoices without affecting invoices already sent.
⚠️Note: If a recurring invoice fails to send (e.g., customer email bounces), FinovaOS will notify you via dashboard alert. Always keep customer email addresses up to date.