Recurring invoices automate regular billing for your customers.

How to set up recurring invoices

1. Open the app and go to Business > Invoices.
2. Tap Create New.
3. Enter the customer details and items.
4. Toggle on Recurring.
5. Set the frequency:

• Weekly
• Monthly
• Quarterly
• Custom

1. Set the start date and end date (optional).
2. Tap Create.

What happens next

• The system automatically generates invoices on the scheduled dates.
• Invoices are sent to the customer via your chosen method.
• You receive notifications when invoices are created and paid.

Managing recurring invoices

• Pause: Temporarily stop generating invoices
• Resume: Start generating invoices again
• Edit: Change the amount, items, or frequency
• Cancel: Stop the recurring schedule entirely

Tips

• Set up recurring invoices for subscription-based customers.
• Use payment reminders to ensure timely payments.
• Review recurring invoices monthly to ensure accuracy.

Tip: Recurring invoices save time and ensure you never miss a billing cycle.

Need a hand? Email hello@cashmatrix.ng.