Setting Up Recurring Invoices

Automating Your Billing with Recurring Invoices

Recurring invoices are perfect for retainer clients, subscriptions, and regular services. Set them up once and TallySpark automatically generates and sends invoices on your schedule.

When to Use Recurring Invoices

• Monthly retainer agreements
• Subscription services
• Regular maintenance contracts
• Ongoing consulting arrangements
• Membership fees

Creating a Recurring Invoice

1. Go to Invoices and click Create Invoice
2. Set up the invoice as normal with client and line items
3. Toggle on Make Recurring
4. Configure the recurring schedule

Recurring Schedule Options

• Frequency - Weekly, monthly, quarterly, or annually
• Start Date - When to generate the first invoice
• End Date - Optional end date for the recurring series
• Auto-Send - Automatically send when generated

Managing Recurring Invoices

View and manage all recurring invoices from Invoices → Recurring:

• See upcoming scheduled invoices
• Pause or resume recurring schedules
• Edit future invoice details
• Cancel recurring invoices when needed

Handling Changes

If you need to make changes:

• Price Changes - Edit the recurring invoice to update future invoices
• Pause - Temporarily stop generation without canceling
• Skip - Skip a single occurrence
• Cancel - End the recurring schedule entirely

Best Practices

• Set up recurring invoices at the start of new retainer agreements
• Use clear descriptions like "Monthly Retainer - January 2024"
• Enable auto-send for hands-off billing
• Review recurring schedules quarterly