Recurring Invoices & Reminders

If you bill the same clients on a regular basis, recurring invoices save you from creating the same invoice every week or month. You can also set up automatic reminders so clients get a nudge when payment is due.

Enable recurring

You turn on recurring billing from inside the invoice form:

Open an invoice in the Invoice Generator.
Look for the Recurring toggle in the form (it's in the expandable section near the top).
Switch it on.
Choose your billing frequency and save the invoice.

Once enabled, InstantInvoice automatically creates new invoices on schedule based on the original. Each generated invoice gets its own invoice number and due date.

Set frequency

You can set invoices to repeat at these intervals:

Weekly — a new invoice every 7 days
Monthly — once a month on the same date
Quarterly — every 3 months

Pick the frequency that matches your billing cycle. You can change it later from the recurring schedule settings.

Manage schedules

To see all your recurring invoices, go to your Dashboard and open the Recurring tab.

The recurring panel shows you:

How many schedules are active
How many are paused
Total invoices generated so far

Each schedule shows the client name, amount, frequency, and the date of the next invoice. Click on a schedule to view its details or make changes.

Pause or cancel

You can pause a recurring schedule at any time. Pausing stops new invoices from being created, but keeps the schedule so you can resume it later.

If you're done billing a client entirely, cancel the schedule. Cancelled schedules stay in your history for reference, but no new invoices are generated.

Both options are available in the recurring schedule details in your Dashboard.

Payment reminders

Reminders let you automatically nudge clients about unpaid invoices. To set up reminders:

Open an invoice in the Invoice Generator.
Find the Reminders toggle in the expandable section.
Switch it on and choose when to send reminders.

Reminders are sent by email to the client address on the invoice. You can also manage all active reminders from the Reminders tab in your Dashboard.

Reminder eligibility

Not every invoice can have reminders. Only invoices with certain statuses are eligible:

Sent — the invoice has been delivered to the client
Awaiting payment — the client has received it but hasn't paid
Overdue — the due date has passed

Draft, paid, and cancelled invoices don't get reminders. If an invoice is paid, any active reminders for it are stopped automatically.

View reminders

Go to your Dashboard and click the Reminders tab. This shows:

All active reminders and which invoices they belong to
Invoices that are eligible for reminders but don't have any set up
The status of each reminder (scheduled, sent, etc.)

From here you can enable reminders on eligible invoices or turn off reminders you no longer need.

That covers the main features. Head back to the Getting Started guide for an overview, or jump to any section from the sidebar.