Set up recurring invoices

Open an issued invoice and click Make recurring. Choose how often, the day and the start date, and whether each new invoice is a draft for you to check or issued and emailed to the customer. EaseDesk makes it at 6 am on the day.

In EaseDesk: Sales → invoice → Make recurring. Log in or start a free trial.

Steps

1 Open an issued tax invoice or bill of supply that you bill again every period, and click Make recurring.
2 Give the schedule a Name, for example the customer and the contract.
3 Choose How often (weekly, monthly, quarterly, half-yearly or yearly), the day it runs On, the Starting date and, if there is one, Until.
4 Under Each invoice is, choose A draft for me to check or Issued and emailed.
5 Under Prices, keep them As on this invoice or use Current item prices.
6 Click Make recurring. The schedule opens and shows when the next invoice will be made.

What happens each period

At 6 am on the scheduled day, EaseDesk copies the invoice for the new period. If you chose drafts, it waits under Sales for you to check and issue. If you chose Issued and emailed, it gets the next number, is posted to your books and goes to the customer’s primary contact, or to the addresses you entered in Email to.

Every schedule is listed under Recurring, with the invoices it has made. The Recurring invoices report under Reports shows all of them together.

Rules to know

A schedule can be made from an issued tax invoice or bill of supply in rupees.
The day can be any day from 1 to 28, or The last day of the month for month-end billing.
An issued invoice needs the Owner’s email to be verified, and emailing counts towards your daily email limit (100 a day during the free trial).
Payment reminders apply to recurring invoices like any other invoice, so a missed payment is followed up.

Making and changing schedules needs a role that can create sales documents.

Questions

Should new invoices be drafts or issued automatically?

Drafts suit bills whose quantity or amount changes each time; you check and issue them. Issued and emailed suits fixed retainers and AMCs, where the invoice goes to the customer without you touching it.

Can I make the next invoice early?

Yes. Open the schedule under Recurring and click Make next invoice now.

How do I stop a schedule?

Click Pause on the schedule, and Resume when you want it back. A schedule that has not made any invoice yet can also be deleted.

What if an invoice cannot be made?

The schedule shows the reason, and EaseDesk tries again each morning. Fix the cause and it continues.

Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated 28-09-2026.