Set Up Recurring Invoices

Automate monthly or periodic billing for subscription customers, retainers, and rent so you never have to manually create the same invoice again.

Step-by-step guide

1. 1

   Create the invoice template

   Create a regular invoice for the customer with all the standard line items, pricing, and tax details. Make sure everything is correct, as this invoice will serve as the base template for all future recurring copies.

2. 2

   Enable "Set as Recurring"

   Before saving, toggle on "Set as Recurring" in the invoice form. A set of scheduling options expands below. Recurring billing is available on Silver, Diamond, and Platinum plans.

3. 3

   Choose the billing frequency

   Select how often the invoice should repeat — daily, weekly, fortnightly, monthly, quarterly, or annually. Set the start date and, optionally, an end date or a maximum number of occurrences to prevent indefinite billing.

4. 4

   Set auto-send preferences

   Choose whether Khata Tracker should automatically send the invoice to the customer via WhatsApp or email on each due date, or just create a draft for your review before sending. Auto-send saves time for routine subscriptions.

5. 5

   Save the recurring schedule

   Tap "Save & Schedule". The first invoice is created immediately, and subsequent invoices are queued automatically. You can view and manage all active recurring schedules under Sales > Recurring Invoices.

6. 6

   Monitor and adjust active schedules

   Open Sales > Recurring Invoices to pause, edit, or cancel any schedule at any time. You can also manually trigger an invoice ahead of schedule if a customer requests early billing without affecting the recurring cycle.