Recurring Invoices

Set up automatic invoicing on a schedule — weekly, monthly, quarterly, or yearly. Envoi generates and sends new invoices for you on the dates you choose.

Creating a Recurring Invoice

There are two ways to create a recurring invoice:

From scratch

1. Go to Invoices → Recurring in the sidebar
2. Click + New Recurring Invoice
3. Fill in the form:
   • Client — search and select a client
   • Line items — the items that will appear on every generated invoice
   • Frequency — how often: Weekly, Monthly, Quarterly, or Yearly
   • First invoice date — when the first invoice should be generated
   • Days until due — how many days after the invoice date the payment is due
   • Reference — optional reference or note
4. Click Create recurring invoice

From an existing invoice

On any sent invoice's detail page, click Make Recurring. A modal appears with:

• Frequency selector (Weekly / Monthly / Quarterly / Yearly)
• First invoice date (defaults to the 1st of next month)
• Days until due (defaults to 14)

The recurring invoice copies the line items, client, and reference from the existing invoice.

How It Works

Once created, the recurring invoice runs on the schedule you set:

1. On the scheduled date, Envoi auto-generates a new invoice with the same line items
2. The new invoice is created as Sent and emailed to the client automatically
3. The Next run date advances to the next occurrence
4. This repeats until you pause or delete the recurring invoice

Recurring Invoice Statuses

Status	Meaning
Active	Running on schedule. Invoices will be auto-generated on the next run date.
Paused	Temporarily stopped. No invoices will be generated until you resume.

Pausing and Resuming

On the recurring invoice list, use the ⋮ (3-dot) menu:

• Click Pause to stop auto-generation. The next run date stays frozen until you resume.
• Click Resume to restart. The next invoice will be generated on the current next-run date.

The Detail Page

Click a recurring invoice to see its details:

• Recurring number and client name
• Status badge (Active / Paused)
• Schedule: frequency, next run date, last sent date, days until due
• Line items — the template items used for each generated invoice
• Preview — PDF preview of what the next invoice will look like

Managing from the List

The recurring invoices list shows:

Column	Description
#	Recurring ID
Client	Client name and email
Frequency	Weekly / Monthly / Quarterly / Yearly
Next Run	When the next invoice will be auto-generated
Amount	Total amount per invoice
Status	Active / Paused

3-Dot Menu

• Pause / Resume — toggle the schedule
• Delete — permanently delete the recurring invoice (previously generated invoices are kept)

Generated Invoices

Each invoice generated by a recurring invoice:

• Gets its own invoice number (INV-XXXX)
• Has its own KID number
• Appears in the regular invoice list alongside manually created invoices
• Is linked back to the recurring invoice for traceability
• Is sent automatically via email — no manual action needed

Tips

• Subscription billing: Set up monthly recurring invoices for retainer clients or subscription services
• Rent or lease: Use quarterly or yearly for property-related invoicing
• Pause during holidays: Pause the schedule when your business is closed, resume when you're back
• Different amounts per period: If the amount changes, delete the old recurring invoice and create a new one with the updated line items. Previously generated invoices are unaffected.