Invoicing · Autessa Payments
Recurring invoices
Autessa Payments recurring invoices bill a customer on a schedule: every so many weeks, months or years, starting on the date you pick. On each date Autessa creates the invoice and emails it automatically, or saves it as a draft and emails you to review it.
The problem it solves
Retainers should not depend on remembering the first of the month
Monthly retainers, rent and service plans are easy to forget and awkward to chase. A recurring invoice sends on time with tax and reminders, and a summary shows the next three dates before you save.
What you get
- Repeats every N weeks, months or years, with the first invoice on any date between today and a year from now.
- Ends never, on a date, or after a set number of invoices; the list shows how many have been sent (for example 4 of 12).
- Delivery is Email it to my customer automatically or Create a draft for me to review first.
- Monthly schedules keep to the original day where they can: January 31 bills February 28, then March 31.
- Pause stops new invoices; Resume picks up at the next date without back-billing the paused time; End stops it for good.
- The detail page lists every invoice the schedule created; editing changes only future invoices.
- Any invoice can become recurring with Make it recurring.
How it works
How does recurring invoices work in Autessa Payments?
Start one
Click New recurring invoice, or choose Make it recurring on an invoice to copy it.
Pick the customer and lines
Choose the customer and add line items, or start from a template.
Set the schedule
Repeats every, first invoice on, and when it ends.
Choose terms and delivery
Each invoice is due this many days after it is created. Choose automatic email or draft for review.
Check the summary and save
See the amount of each invoice and the next three dates, then save.
Every option
Schedule options
| Option | What it does |
|---|---|
| Name | Optional, only you see it (for example “Monthly retainer”). |
| Repeats every | A number of weeks, months or years. |
| First invoice on | Today up to a year ahead. Changing the next date restarts the schedule from it. |
| Ends | Never, on a date, or after a number of invoices. |
| Due | Days after each invoice is created. |
| Delivery | Email automatically, or draft for review (you get an email when one is ready). |
| Statuses | Active, Paused, Ended. |
| Actions | Edit, Pause, Resume, End. |
Permissions
Who can do what?
| Who | Can |
|---|---|
| Owner, Admin, Accountant (or any role with Payments) | Create, edit, pause, resume and end recurring invoices. |
| Your customer | Receives each invoice by email with a pay link. |
Connected
How it connects to the rest of Autessa Payments
FAQ
Questions about recurring invoices
What if my account can’t take payments on an invoice date?
Autessa skips that invoice, emails you, and moves on to the next date. Finish verification, then create the skipped invoice by hand.
What happens when I resume a paused schedule?
Resume picks up at the next scheduled date, so customers are only billed from then on, never for the paused time.
What is the difference between a recurring invoice and a subscription?
A recurring invoice emails an invoice your customer pays each time. A subscription charges the card they saved at checkout automatically.
100% customizable, code and all
Make Autessa Payments fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours