Recurring Invoices
Invoices that generate automatically on a schedule
Before You Begin
Recurring invoices auto-generate on a schedule you define — weekly, monthly, or any custom interval. Unlike subscriptions, the client is not auto-charged. Each generated invoice includes a Pay Now link and the client pays manually each cycle.
Steps
Navigate to Invoices
Open Edge → Invoices from the left sidebar.
Create a recurring invoice
Click New Invoice and toggle the Recurring option to enable the recurring schedule.
Select a contact
Choose the contact who will receive each generated invoice. Start typing to search by name or email.
Add line items
Add one or more billable items from your catalog. Set quantities and review pricing for each.
Set frequency
Choose the billing interval: Weekly, Monthly, or set a custom interval (e.g., every 2 weeks, every 3 months).
Set start date
Pick the date when the first invoice should be generated. Subsequent invoices follow the frequency from this date.
Set end conditions
Choose when the recurring invoice stops: after a set number of occurrences, on a specific end date, or never (runs indefinitely).
Toggle auto-send
Enable Auto-Send to email each invoice automatically when generated. If disabled, invoices are created as drafts for manual review.
Save the recurring invoice
Click Save. The schedule is now active and the first invoice will generate on the start date.
Ongoing operation
Each cycle, Edge generates a new invoice. If auto-send is on, the client receives it with a Pay Now link. Payments are recorded in revenue when the client pays.
Result
Your recurring invoice is active. Edge generates a new invoice each cycle on the schedule you defined. Each invoice includes a Pay Now link for the client to pay manually.
