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How do I create recurring invoices with automatic payments?

Updated today

Invoice Simple now gives you the ability to schedule recurring invoices with your clients and collect payment from them automatically through Stripe. Please note that this feature is currently only available to U.S. customers.

How do I set up recurring invoices with automatic payments

Hit More at the the bottom right and select Recurring Invoices

You'll see a list of your Recurring invoices. Hit the plus sign at the lower right.


You'll be directed to create an invoice in much the same way as you create a one-time invoice. The key difference is the Edit Schedule button at the bottom of the screen.


Hitting this button will direct you an area where you can choose the frequency that the invoice is sent (Weekly, bi-weekly or monthly.)


Once selected, hit Confirm Schedule at the bottom of the screen. You'll now see the recurring invoice schedule at the top of the recurring invoice edit screen.


The invoice will be sent to your client on the selected start date. Just like your one-time invoices, they will need to submit payment through the checkout on the invoice. However, they will be prompted to vault automatic payments during this process. Once they do this, payment will automatically be vaulted using their selected payment method at your specified frequency. Payments will then be displayed on the history section of the recurring invoice.

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