A schedule creates repeating invoices. Automatic collection also needs a supported gateway and the customer’s approval.
1. Open the recurring record
Go to Invoicing → Recurring. To choose how a new record is charged, select New Recurring Invoice and choose a design if prompted. To review an existing record, open that record instead.
2. Review the schedule
In New Recurring Invoice, review Issue Date and First Invoice on Issue Date. For an existing manual record, open Make Recurring and review Next Invoice Date. Set How Often, When to Send and the invoice limit where offered.
3. Choose Manual for invoice preparation
For a new record, choose Manual under Charge Type. Under Delivery Options, choose Send Invoice Automatically or Create Drafts to Send Manually. Review Status → Automatically Mark as Paid separately: when enabled, each invoice is recorded as paid and is not emailed; no money is collected. Existing manual records show delivery choices in Make Recurring without a Charge Type selector.
4. Choose Automatic only for authorized collection
In New Recurring Invoice, choose Automatic only when a connected gateway supports subscriptions and the customer will approve that gateway subscription. Automatic billing starts after that approval; the gateway controls the exact first charge date.
5. Save and check
For a new record, choose Continue to open its invoice editor, complete the customer and line items, then save and preview. For an existing record, save the permitted changes. Check its state and next date. Review generated invoices and actual payment history separately.