Help · Sales

Recurring invoices in SwiftlyBooks

Invoices repeated on a schedule, such as rent, a retainer or a subscription.

Set one up

Press Make recurring on an invoice, or New schedule here and choose The invoice to repeat.
Say how often under Every, and the first day under First on. Last on is for a schedule that ends.
Each copy waits as a draft for someone to approve. Tick Approve each one, rather than leave a draft to have it approved on its day.
Tick Email each one to email each copy to the customer once it is approved.
Choose what happens When the customer has credit, then press Set it up.

Run now makes what is due today, without waiting for the day's run.
Pause stops a schedule until you press Resume. Stop ends it, and what it made stays.
A copy that can't be made, such as in a closed month or without the day's rates, shows in amber on its schedule, which tries again on its next run.

While Settings asks for a second approver, every copy waits as a draft, ticked or not.

The same help is in the app: press the ? at the top of any page.