Create and manage recurring invoices

Create a recurring invoice once and JourneyCARE generates and sends invoices on a schedule you set — daily, weekly, monthly, yearly, or custom — until an end date or occurrence count you choose. Start from Payments > Invoices & Estimates, click New, and select New Recurring Invoice.

Create a recurring invoice

Build a recurring invoice from the Invoices & Estimates area whenever you need to bill a contact on a repeating schedule.

1. Open Payments and select Invoices & Estimates.

2. Click New in the top-right corner, then select New Recurring Invoice.

3. Enter your business information and select the customer.

4. Add products or services, then set pricing, taxes, and quantities.

5. Use How often? to choose the schedule, set a Start Date and an end condition, and configure how far before the due date the invoice is sent.

6. Add any optional settings you want on the invoice.

7. Review the draft before it goes Active.

Set the schedule and end condition

Use How often? to choose Daily, Weekly, Monthly, Yearly, or a custom interval, then set when the series starts and stops.

• Regular intervals generate invoices every specified number of days, weeks, or months.

• Specific-day schedules can use a day such as the first Monday of each month.

• Annual billing can use the same date each year.

• A recurrence can end after a specified number of occurrences.

Set a Start Date for the first invoice and choose an end condition: a specific date or a number of occurrences. You can also configure how far before the due date each invoice is sent.

Choose optional settings

In addition to items, pricing, and the schedule, a recurring invoice supports these optional settings:

• Terms and Conditions

• Charge Late Fees

• Charge Processing Fees

• Include Tipping

• Add Attachment

Review the draft before it goes Active

Check the frequency, price, and taxes while the template is in Draft — these fields cannot be changed once the template is Active or Scheduled. Editing an existing template is covered in Edit a recurring invoice.

Manage a recurring invoice

Use the More Options (three-dot) menu on a template to view its history, end the series, or delete it.

• View History — see generated invoices, due dates, and payment statuses.

• End Recurring Invoice — stops future invoices while preserving previously sent invoices.

From the Recurring Templates list or the More Options menu, a template offers: View History, View, End, Delete, Clone, and Convert to Template.

To charge recurring invoices automatically, see Enable auto payments on recurring invoices.

Template statuses

Each recurring template has one status that controls what you can do with it.

Invoice statuses

Each generated invoice shows one of four statuses from its Details: Sent, Overdue, Paid, or Not Sent.

Download the PDF for a recurring invoice

Get a PDF copy of a generated recurring invoice from the invoice list.

1. Open Payments > Invoices.

2. Locate the active recurring invoice and click the three-dot menu.

3. Click Copy Link.

4. Open the link in a new tab.

5. Select Click Here to download the PDF.

FAQ