- 1
open any invoice
in the detail panel, click "make recurring". this works on draft, sent, or paid invoices — the line items become the template.
- 2
pick frequency and end condition
weekly, monthly, quarterly, or yearly. set when the first one fires, and how it should end — never, on a specific date, or after N invoices.
- 3
decide auto-send or save as draft
auto-send is most operators' choice (the customer just gets the next invoice). leave it off if you want to review each one manually before it goes out.
tipto manage all your recurring schedules at once, click the recurring icon in the pawpaw toolbar. you can pause, resume, or delete any schedule from there.
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