How to schedule recurring billing (e.g., one invoice per month)

If you issue recurring invoices (for example, a monthly retainer), you can set up a Schedule so that InvoiceXpress creates the invoice automatically. 🔁

🧩 How the Schedule screen works

The schedule is defined by three main parameters:

• Frequency: how often the invoice is issued (e.g., 1 month, 3 months). Choose the number and the unit (days, months, etc.).
• Interval: how long the schedule stays active, defined by a start date and an end date.
• Start date: the day on which the invoice will be issued in each period. E.g., if you set day 1, the invoice is created on the 1st of every month.

1One invoice per month

1. Frequency = 1 month. In the frequency field, set the value to 1 and the unit to months.
2. Start date. Choose the day on which the invoice should be issued every month.
3. End date. Set how long the schedule repeats. Usually 12 or 24 months; if you are not sure about the length of the retainer, you can choose any period (and change it later).

📝 Draft or finalize automatically?

By default, invoices generated by the schedule are created as drafts, so you can review them before finalizing.

If you prefer each invoice to be finalized and sent automatically to the customer by email, enable the "Finalize and send by email" option, next to the frequency setting.

If you have questions about setting up your schedule, contact our support team, indicating your account name and the desired frequency.