Recurring invoices live under Subscriptions — a subscription here is really an invoice that regenerates on a schedule. (Not to be confused with your own BillGrid plan, which is under Settings > Plans and Pricing.)
- Open Subscriptions in the sidebar and click New Subscription.
- Build the invoice as usual: client, line items, tax.
- In the Recurring card, set the Frequency (e.g. every month), a Start date, and an optional End date.
- Check Automatically send to client when generated if you want each new invoice emailed without you having to send it manually.
- Click Save invoice to start the schedule.
When invoices are created
- The first invoice is dated your start date and is created as soon as that date arrives — right away if it is today or earlier.
- Each later invoice falls on the same day every period, counted from the start date. A start on the 31st uses the last day of shorter months and goes back to the 31st when the month has one.
- A new day begins in your company's time zone, set under Settings > Currency & Timezone.
- The end date is the last day an invoice can be created on.
Changing a subscription
- Pause stops new invoices; Resume picks up from the next scheduled date. Dates that passed while paused are not invoiced.
- Editing the frequency or dates applies from the next invoice on; invoices already sent are never repeated.