Set up a recurring invoice

If you bill the same customer the same amount on a regular schedule, set the invoice up once and make it recurring. Travada Books then creates each new invoice on time, gives it the next number, and emails it to your customer.

Make an invoice recurring

1. Select Invoices, then + New Invoice, and fill it in as usual: customer, line items, tax and notes. This invoice is the first one in the series, and every later invoice copies it.
2. Select the arrow beside the main button at the top right, then choose Recurring.
3. Under Repeat, choose how often: Weekly, Every 2 weeks, Monthly, Every 3 months or Yearly.
4. Under Ends, choose when the series stops:
   • On a date you pick,
   • After a set number of invoices, or
   • Never, until you stop it yourself.
5. Check the dates under Upcoming invoices, then select Save. Recurring now shows as Active in the menu.
6. Send or save the first invoice as normal, for example with Create + Send.

What happens on each date

On each scheduled date, Travada Books:

1. creates a new invoice from the first one, with the next invoice number,
2. moves the issue date to that day and keeps the same gap to the due date, and
3. emails the invoice to your customer.

New invoices appear in your Invoices list as sent, ready for you to record a payment when it comes in.

Check, pause or stop a series

Open any invoice in the series and find the Recurring Series panel. It shows the Frequency, how many Invoices sent, the date of the Next invoice, and when it Ends.

• Pause series stops new invoices until you select Resume series.
• Cancel series stops it for good. Invoices already sent aren't affected.

Good to know: Each new invoice is a copy of the first one. If the price or the work changes, cancel the series and set up a new recurring invoice with the new details. If an invoice in a series can't be created several times in a row, the series pauses itself and we let you know, so nothing goes out wrong.

Pair it with reminders

Recurring invoices work well with automatic reminders. In Invoice Settings, set Auto Reminders to send a payment reminder a few days after the due date. Then a recurring customer who forgets gets a polite nudge, and you don't have to be the one to chase.

For when recurring billing suits a business, and what to put on the invoice, read Recurring invoices for Kenyan small businesses.