Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Pro requirement
Recurring invoices, automatic recurring generation, and automatic recurring delivery require Pro.
Create a recurring invoice
Open a base invoice, find Recurring Invoices, configure the displayed schedule, and turn on Enable Recurring.
Automatic generation and delivery
The active schedule generates due instances. Turn on Auto-send only when generated invoices should also be delivered automatically.
Duplicate prevention
CRM Gem guards a scheduled occurrence from being generated more than once; do not recreate schedules to retry delivery.
Edit or stop a schedule
Return to the base invoice recurring settings to update the schedule or turn off Enable Recurring.
Step-by-step
- 1
Open a base invoice
Use an invoice with the client, items, currency, and terms you want repeated.
- 2
Configure the schedule
Complete the recurring fields displayed and enable the schedule.
- 3
Choose delivery behavior
Turn on Auto-send for automatic delivery, or leave it off to review generated invoices first.
- 4
Monitor generated invoices
Check the schedule status and generated documents; edit or stop the schedule from the base invoice.
Helpful tips
- Confirm the recipient and schedule before enabling Auto-send.
- Use one active schedule for the intended recurring series.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
Where can I get more help with recurring invoices?
Open Contact Support and include the affected page, document number, date and time, browser, exact message, and a screenshot with sensitive information hidden.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Invoices
Create, edit, send, resend, attach files, share links, and record invoice payments.
Reminders
Distinguish Free manual reminders from Pro automated and smart reminders.
Billing and Plans
Compare Free, Pro Monthly, Pro Annual, plan limits, upgrades, and cancellation.