Recurring Invoices
If you bill the same customer the same amount every month, you should be setting that up once โ not rebuilding it twelve times a year.
Included on the Pro plan and above.
Why Choose This
Retainers, subscriptions, AMCs and rent all have the same shape: fixed customer, fixed lines, fixed cadence. A recurring schedule holds that template and raises the invoice when it is due.
Set the cadence once
Weekly, monthly, quarterly, half-yearly or yearly. The schedule holds the customer, the line items and the tax treatment.
Nothing is missed in a busy month
Generation is driven by the schedule, not by whether someone remembered on the first of the month.
Pause without losing the setup
A schedule can be active, paused or cancelled. Pausing a client for two months does not mean rebuilding the template afterwards.
Ordinary invoices at the end
Each run produces a normal invoice โ same numbering, same PDF, same ledger and reminder behaviour as one you raised by hand.
How It Works
Get started in just a few simple steps
Build the template
Choose the customer and the line items exactly as you would for a one-off invoice, including GST rates and any discounts.
Pick the frequency
Weekly, monthly, quarterly, half-yearly or yearly, with a start date and an optional end date for fixed-term contracts.
Decide on auto-send
Leave auto-send off to review each generated invoice before it goes out, or turn it on to have it emailed on generation.
Watch the run history
Every generated invoice is listed against the schedule, so you can see what has gone out and what is due next.
Feature Deep Dive
Everything you need for seamless compliance
Five frequencies
Weekly, monthly, quarterly, half-yearly and yearly โ enough to cover retainers, AMCs, rent and annual licences without workarounds.
Optional end date
Leave it open for an ongoing retainer, or set an end date for a fixed-term contract so billing stops on its own.
Pause and resume
Active, paused and cancelled are distinct states, and the reason a schedule last stopped is retained rather than overwritten.
Auto-send by email
Turn on auto-send to have each generated invoice emailed to the customer, or leave it off and send after a review.
Run history per schedule
Each schedule lists the invoices it has produced, so you can trace a specific month's bill back to the template that raised it.
Payment tracking carries over
Generated invoices behave like any other: record payments against them, and reminders chase them if they go past due.
WeSaveTax vs Others
See how we compare on what matters most
| Feature | WeSaveTax | Duplicating last month's invoice | Calendar reminder |
|---|---|---|---|
| Invoice raised without manual action | |||
| Pause without losing the template | N/A | N/A | |
| Fixed-term end date | Manual | Manual | |
| Automatic emailing on generation | |||
| Run history tied to the schedule |
Frequently Asked Questions
Quick answers to common questions
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