Accountable lets you set up recurring invoices so you can bill the same client the same amount on a regular schedule. This saves time and keeps your revenue consistent. In this article, you will also learn how to pause or delete a recurrence when your needs change.
1. Set up a recurring invoice
From the Revenues page, click the three-dot menu and select "Schedule recurring invoice."
Fill in the details just like a standard invoice:
Client name
Payment terms
Items, amounts, VAT rates
Design (fonts, colors, style)
Then, define your recurrence settings in the panel on the right.
You can also:
Enable automatic sending for each invoice
Customize the email template sent to your client
2. Pause a recurrence
Need to temporarily stop a recurring invoice?
Go to the Revenues page and open the "Recurrences" tab to view all your scheduled invoices.
In the Status column, click Pause.
3. Delete a recurrence
To permanently stop a recurring invoice:
Go to the Revenues page and open the "Recurrences" tab.
In the Status column, click Delete.
Key takeaways
Set up a recurring invoice from the Revenues page using the three-dot menu.
You can enable automatic sending and customize the email template for your client.
Use the Recurrences tab to pause a recurring invoice temporarily.
Use the Recurrences tab to delete a recurring invoice permanently.
Need help? Chat with us or email support@accountable.eu, we're happy to help.