Features/Recurring Invoices

    Feature Guide

    Recurring Invoices

    If you're billing the same clients on a regular schedule, you shouldn't have to recreate the same invoice every month. Set it up once, and let BGinvo handle the rest.

    Why Recurring Invoices Matter

    Think about it: if you have clients on retainer or subscription-based services, manually creating and sending invoices every billing cycle is a waste of your time. Recurring invoices solve that problem.

    Setting It Up

    Prerequisites

    This is a premium feature, so make sure your subscription is active before diving in.

    Create Your Base Invoice

    Start by creating a regular invoice with all the details-client info, line items, taxes, notes, everything. This becomes your template for all future recurring invoices.

    Configure the Schedule

    Here's where you tell BGinvo how often to send:

    Weekly – for ongoing hourly work or short-term projects
    Bi-weekly – common for consultants and contractors
    Monthly – the classic choice for retainers and subscriptions
    Quarterly – great for seasonal services or larger contracts

    Due Date Offset

    Choose how many days after the invoice date payment is due. For example:

    0 days – Due immediately
    7 days – Net 7 terms
    15 days – Net 15 terms
    30 days – Net 30 terms

    BGinvo automatically calculates the due date for every generated invoice, ensuring consistent payment terms without manual updates.

    Set the Duration

    You've got two ways to control when the recurring invoices stop:

    End date – Pick a specific date when billing should wrap up
    Number of occurrences – Tell us exactly how many invoices to send (e.g., "send this 12 times")

    What Happens Next

    Save your settings, and you're done. BGinvo will automatically generate and send invoices according to your schedule. You'll get notified each time one goes out, and you can always pause or modify the recurring setup if things change.

    No more calendar reminders. No more last-minute invoice scrambles. Just steady, predictable billing.

    View all features

    Ready to try Recurring Invoices?

    Start using this feature today with BGinvo's free trial.

    Free to tryNo credit card neededCancel anytime