Set Up Recurring Invoices

Recurring invoices save time for ongoing client relationships. Set it once, and Midday sends invoices automatically.

When to use recurring invoices

• Monthly retainer clients
• Subscription services you provide
• Regular consulting arrangements
• Any predictable, repeating billing

Create a recurring invoice

1. Go to Invoices → Create invoice
2. Fill in customer and line items as usual
3. Enable Recurring
4. Set the schedule:
   • Frequency: Weekly, monthly, quarterly, or yearly
   • Start date: When the first invoice should send
   • End date: Optional; leave blank for indefinite
5. Review and confirm

The first invoice is created immediately or on the start date.

What happens automatically

On each scheduled date:

1. A new invoice is generated with updated dates
2. Invoice number increments automatically
3. The invoice is sent to your customer
4. You receive a confirmation

Managing recurring invoices

View all recurring invoices:

1. Go to Invoices
2. Filter by Recurring

Edit the schedule

1. Open a recurring invoice
2. Click Edit recurring
3. Change frequency, amount, or line items
4. Save

Changes apply to future invoices only.

Pause or stop

To stop a recurring invoice:

1. Open the recurring invoice
2. Click Edit recurring
3. Set an end date or disable recurring
4. Save

Past invoices are not affected.

Tips

• Review recurring invoices monthly to ensure amounts are still correct
• Update for price changes at contract renewal time
• Use clear descriptions so customers know what they're paying for