Invosmith is recurring invoice software for freelancers and service businesses billing regular clients. Pro creates invoices weekly, monthly or quarterly and either queues their emails or saves drafts for review.
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A recurring invoice is created for the same client on a fixed schedule. Each period receives a separate invoice number, issue date and due date. Invosmith creates the invoice; the client makes the payment.
Invosmith turns one invoice into a schedule: on each date it creates the next invoice, sends it or saves it as a draft, and keeps it in the schedule's history.
The schedule saves the client, line items, amount and payment terms. Each new invoice receives the next invoice number and its own dates.
Open the schedule history to see invoice numbers, dates, amounts and payment status for each billing period.
Setting up a recurring invoice comes down to five choices: what to bill, how often, when it starts and ends, what happens to each invoice, and how your client pays.
| Step | By hand | In Invosmith |
|---|---|---|
| Write the invoice once | Copy last month’s file, then change the number, dates and service period. | Pick the client from your list and enter the items, amount and payment terms one time. |
| Choose how often it repeats | A calendar reminder for every client. | Choose Weekly, Monthly or Quarterly. Pick the 31st and shorter months use their last day. |
| Set the start and the end | Remember when each agreement finishes. | Run until stopped or set an end date. After converts a number of periods to an end date. |
| Decide what happens to each invoice | Attach each PDF to an email and send it yourself. | Send it to your client automatically, or make a draft for you to check first. |
| Get paid and keep track | Watch your bank account and chase late payers one by one. | See payment status per invoice. Card payments have the account requirements below. |
Set the first invoice date to today or a future date. Choose Never, On a date or After a number of invoices for the end; the After limitation is explained below.
US$99/year (US$8.25/month billed yearly)
Save US$81 with yearly billing
or US$15/month
Free, with no account: make as many invoices as you need in the invoice maker and download clean PDFs with no watermark.
Free account: keep 2 invoices, plus unlimited clients and saved items.
Choose Send it to your client to create each invoice and queue its email automatically; this option requires a billing email. Choose Create a draft for me to review to create each invoice as a draft, then review and send it yourself.
Use Send for fixed amounts. Invosmith creates the invoice and queues its email; your client makes the payment.
Use drafts for variable amounts. Adjust hours, visits or materials on the scheduled draft before sending it.
Pro includes card payment links with the account requirements below. Payments go to your own Stripe account; Stripe processing fees apply.
Card payments are recorded on the invoice as they arrive, so a paid month shows as paid without you touching it. For a bank transfer or cash, record the payment against the invoice; part payments keep the remaining balance open.
Recurring and one-off invoices share the same list. Use invoice tracking to follow outstanding balances, and the past due invoice guide for follow-up steps.
A schedule stays under your control: pause it, resume it or stop it at any time, and every invoice it has already created stays in your records.
Pause a schedule while a contract is on hold or a client is away. Resume advances to the next future scheduled date and skips dates that passed while paused. Stop ends the schedule. A schedule with an end date completes when its next date would fall after that end date; the After option sets this end date from the selected number of periods, rather than counting invoices actually created.
When the price changes for good, such as a new rate from January, stop the old schedule and start a new one from that date, so every invoice before and after the change matches what you agreed.
Invosmith suits retainers and regular services billed by invoice. It schedules invoices rather than automatically charging a stored card, and it does not replace bookkeeping, payroll or a subscription-management system.
| Business | What repeats | Schedule |
|---|---|---|
| Marketing agencies and freelancers | A monthly retainer for an agreed scope of work | Monthly |
| Cleaning services | Regular home or office cleans | Weekly |
| Lawn care and landscaping | Mowing and garden upkeep | Weekly or monthly in season |
| IT support and web care | Support plan, hosting and updates | Monthly |
| HVAC and property maintenance | Service agreement visits | Quarterly |
| Tutors and coaches | Lessons or sessions | Weekly |
For a monthly retainer, schedule the fixed fee and invoice extras separately, or use drafts to add them each month.
Save your regular clients and their items in a free account, so next month's invoice takes a minute.
Cleaners billing regular visits can lay out each line with the cleaning invoice template, which includes a sample month of commercial cleaning. Lawn care businesses that bill by the visit can start from the landscaping invoice template in PDF or Word. Freelancers working to a monthly agreement will find four filled examples in the invoice template for freelancers.
Compare delivery choices, schedule intervals, payment options and control when an agreement changes.
| What to check | Why it matters | Invosmith |
|---|---|---|
| Send or draft, per schedule | Fixed amounts can go out on their own; changing ones need a look first. | Both, chosen for each schedule |
| Schedules that match your agreements | Clients sign up weekly, monthly or quarterly, for a set term or ongoing. | Weekly, monthly or quarterly, ongoing or with an end date |
| A way to pay on every invoice | Your client can pay the moment they open the invoice. | Pro card payments; account requirements below |
| Follow-up when an invoice is late | Late payers are reminded without you writing each email. | Automatic reminders on overdue invoices you send |
| Control when plans change | A quiet month or a paused contract shouldn’t mean starting over. | Pause, resume or stop any schedule |
| A price that stays flat | Per-invoice limits add up as you take on more regular clients. | Unlimited invoices on Pro: US$15/month or US$99/year (US$8.25/month billed yearly) |
Clients who ask for a single summary of what they owe across several months can be sent a statement of account.
Invoice scheduling creates a separate invoice for each billing period and leaves payment to the client. Subscription billing can collect payment from a stored card for a recurring plan. Invosmith schedules service invoices and does not automatically debit cards.
No. Resume advances to the next future scheduled date. Dates that passed while the schedule was paused are skipped; invoices already created remain in your records.
No. After converts the selected number of periods to an end date, rather than counting invoices actually created. Paused periods are skipped, so fewer invoices can be created. The schedule completes when its next date falls after the end date.
No. Invosmith creates, sends and tracks invoices; use a separate system for bookkeeping, payroll and financial reporting.
Invosmith schedules invoice creation and delivery, not automatic card debits. Clients open the invoice and pay by card on Pro when an eligible Stripe account is connected and card payments are enabled on the invoice.
A recurring invoice is created by a schedule; a regular invoice is one you create yourself each time. To your client they look the same: a numbered invoice with dates, items, a total and a way to pay.
If a schedule runs on the 31st, shorter months use their last day, such as 30 April or 28 February.
Yes. Set the schedule to drafts and Invosmith creates each invoice as a draft on its date; you review it and send it when you’re ready.
Yes. Use drafts and edit each invoice before you send it. For a lasting price change, stop the schedule and start a new one at the new amount.
On Pro, connect an eligible Stripe account and enable card payments on the invoice so clients can open the link and pay by card. Payments go to your own Stripe account; Stripe processing fees apply. Record bank transfers and cash against the invoice.
Recurring invoices require Invosmith Pro: US$15/month or US$99/year (US$8.25/month billed yearly). The invoice maker is free with no account. A free account keeps 2 invoices plus unlimited clients and items.
US$99/year (US$8.25/month billed yearly)
Save US$81 with yearly billing
or US$15/month
Just need one invoice this month? Use the free invoice maker — no sign-up.