Recurring Invoices

Recurring invoices automatically generate and optionally send invoices on a regular schedule. They're ideal for retainer agreements, maintenance contracts, or any work billed at fixed intervals. Recurring invoices are available on the Pro plan.

Create a recurring invoice

1. Go to Invoicing in the sidebar.
2. Click New Recurring Invoice.
3. Select a client.
4. Add line items (these are the same for each recurrence).
5. Set the frequency: Weekly, Bi-weekly, Monthly, Quarterly, or Annually.
6. Set the start date and optionally an end date (leave blank for indefinite).
7. Choose whether to auto-send or save as draft each time.
8. Click Create.

Manage recurring invoices

View all recurring invoices in the Recurring tab on the Invoicing page. For each recurring invoice, you can:

• Pause — Temporarily stop generating invoices.
• Resume — Restart a paused recurring invoice.
• Edit — Change the line items, frequency, or schedule.
• Delete — Permanently remove the recurring invoice (past invoices are not affected).

How it works

On each recurrence date, Voltasis:

1. Generates a new invoice with the recurring line items.
2. Assigns the next sequential invoice number.
3. If auto-send is enabled, sends the invoice to the client automatically.
4. If auto-send is disabled, saves the invoice as a Draft for your review.

Tip: Review auto-sent recurring invoices periodically to ensure the amounts and line items are still accurate.