With recurring invoices, you can create a template that automatically sends an invoice on a schedule you choose. Just set it up once, and we’ll handle the rest.
Setting up a recurring invoice
Navigate to Recurring invoices on the Invoices menu and click on New template.
This will open a recurring template page where you can fill in the relevant details for your recurring invoice.
First, choose your schedule, starting and end date, and whether you want your invoice to be sent automatically by Ember or let Ember create a draft you can send on your own.
Fill in the details for your invoice schedule
How often should the invoice be issued
When should the first invoice be issued
Set the date for when the invoice should stop
You can also choose whether you want the recurring invoice to be sent automatically by Ember, or for you to send a draft invoice manually.
Next, fill out the invoice details - client, products / services and payment details.
Add notes and/or multiple email recipients if needed. the invoice email as needed.
Once all the details are completed, click Finalise. That’s it 🚀 Your first invoice will be sent on the date you selected, and the rest will follow a recurring schedule.
When will recurring invoices be sent?
The first invoice will be sent on the date you set as the next invoice date, and on the exact schedule you set after that. You’ll get an email reminder 2 days beforehand if you’ve opted in (Change your preferences in Notifications settings).
Can I make changes to an invoice before it sends?
Yes, you can do this by editing the template before the next invoice date. If you’ve enabled reminders, we’ll notify you 2 days in advance so you have time to edit it before it goes out.
Sending invoices manually
If you chose Create draft and send manually when setting up a recurring invoice, a draft invoice will be generated on the set next invoice date and at the set recurring schedule after that.
The draft will appear in your Invoices list - simply mark it as sent or select 'Send via email' to let Ember send it for you.
Editing a template
To edit a recurring invoice template, select Edit from the menu for the template you want to make changes to.
Make the necessary changes and remember to click Save changes.
Heads up: Any changes you make to a recurring invoice template will only apply to invoices that are generated after you save those changes.
Invoices that were already created — including drafts or those already marked as sent — won’t be updated.
If you no longer want invoices to be sent, you can also disable the recurring invoice template to stop any future invoices being sent.
Disabling a recurring invoice
Need to take a break or stop sending for a while? No problem:
Go to the Recurring invoices page
Find the template you want to change
Toggle the Active/Disabled switch
You can re-activate it any time.