# How to set up recurring invoices in Stacks — Stacks Features

> Automate retainers, memberships and repeat billing. Set up a recurring invoice schedule in Stacks and it generates — and optionally emails — each invoice on cadence, from weekly to yearly.

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[Features](https://stackscrm.com/features) › [Invoicing](https://stackscrm.com/features#invoicing) › **Set up recurring invoices**

# How to set up recurring invoices in Stacks

Invoicing · about 4 min · updated Aug 2026

If you bill the same client the same amount on a schedule — a monthly retainer, a membership, an annual renewal — you shouldn't be building that invoice by hand every time. In Stacks you set the schedule once, and Stacks generates the invoice each cycle. Turn on auto-send and it emails the client for you too.

## Before you start

- The **Invoicing** module needs to be on — it's free and on by default for every account.
- You'll need at least one **contact** to bill. If the client isn't in Stacks yet, add them under **Contacts** first.
- You'll need permission to create invoices — **admins, managers and team members** have it by default (view-only users don't).
- Optional: to have invoices **emailed automatically**, your email sending should be set up; to collect card payments online, connect your own **Stripe**. Neither is required just to create a schedule.

## Step by step

1. **Open Recurring Invoices.** Go to **Invoicing** in the left menu, open **Recurring**, and click **New Recurring Invoice**.
2. **Choose the client.** Pick the contact you're billing. You can also add a short **title** like "Monthly retainer" so the schedule is easy to spot in your list (it's optional).
3. **Set the frequency and first invoice date.** Choose how often to bill — **Weekly, Every 2 weeks, Monthly, Quarterly** or **Yearly** — and pick the **first invoice date**. That's the day the first invoice goes out; each one after it follows one interval later.
4. **Add your line items.** Add each item with a **description, quantity and rate** — or pull one in from your catalog. Set a **tax rate** or **discount** if you need them, and anything you put in **Notes** appears on every invoice this schedule generates.
5. **Set the billing terms.** Choose **payment terms** (how many days the client has to pay — 14 by default) and the **currency** (USD, EUR, GBP or CAD). Optionally cap the run with an **end date** and/or a **"stop after N invoices"** limit — leave both blank to bill until you pause it.
6. **Choose auto-send and create.** Leave **"Automatically email each invoice"** checked to have Stacks email the invoice to the client the moment it's generated. Turn it off and each invoice is created as a **draft** for you to review and send yourself. Click **Create recurring invoice** — the first one goes out on the date you set.

💡

**It's free.** Recurring billing is part of the free **Invoicing** module — unlimited schedules, no per-invoice fees from Stacks. There's no "AI Pro" upsell here. (If you connect Stripe to take card payments, only Stripe's standard processing fees apply.)

## Current behavior

Background jobs must be running to generate scheduled invoices. Auto-send attempts delivery through your configured workspace provider. Failed delivery leaves a draft for investigation; do not confuse a generated invoice with a successfully sent message.

## Good to know

- **One invoice per cycle, automatically.** On each scheduled date Stacks creates that cycle's invoice and moves the schedule forward to the next date. It generates at most one invoice per schedule per day, so a schedule never fires a surprise burst of back-dated invoices.
- **Pause and resume anytime.** From the Recurring list you can **Pause** a schedule to stop billing without deleting it, then **Resume** when you're ready. Paused schedules generate nothing.
- **It ends on your terms.** When a schedule hits its end date or its invoice limit, it marks itself **Ended** and stops. Need it going again? **Edit** it and give it a later date or a higher limit — that revives it.
- **Deleting is safe.** Deleting a schedule stops all future invoices but leaves every invoice it has **already generated** exactly where it is.
- **Edits apply going forward.** Change the amount, frequency or client and future invoices use the new details — invoices already generated aren't touched.

## Frequently asked

When exactly does the first invoice go out?

On the **first invoice date** you set. Stacks checks recurring schedules once a day and generates any invoice that's due, so a schedule set for today goes out on that day's run.

Will the client be emailed automatically?

If you leave **"Automatically email each invoice"** checked and your email sending is set up, yes — each invoice is emailed when it's generated. If it's off (or email isn't configured yet), the invoice is saved as a **draft** for you to review and send.

Can I change the amount later?

Yes — open the schedule and edit its line items. New invoices use the updated amounts; anything already generated stays as it was sent.

Was this helpful?

## Related articles

[Create & send an invoice →](https://stackscrm.com/features/create-and-send-invoice) [Import your contacts →](https://stackscrm.com/features/import-contacts) [Record a payment →](https://stackscrm.com/features/create-and-send-invoice) [Connect your Stripe account →](https://stackscrm.com/features/connect-stripe-payments)

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