Recurring Invoices

Automate billing for retainer clients or fixed-fee arrangements.

Creating a template

Go to Billing > Recurring tab. Click + New Template and configure:

• Matter — the client fills in automatically
• Frequency — Monthly or Quarterly
• Start date — first invoice generation date
• End date (optional) — auto-stops after this date
• Use unbilled time — generates from time entries, OR
• Fixed amount — set a flat amount per cycle
• Tax (%) — tax rate

How it works

The system checks daily at 06:00 UTC. For each active template whose next run date has arrived, it generates an invoice (either from unbilled time or as a fixed amount), links time entries if applicable, and updates the next generation date.

Managing templates

Pause — suspends generation without deleting. Resume — reactivates. Delete — removes the template permanently.