Go to Invoices, tap the clock at the top right, then +. You land on New recurring invoice schedule — the same familiar screen as a regular invoice.
Create and activate a recurring invoice schedule
Set up a schedule once — customer, line items, frequency, and email message — and AirBill creates and sends your repeat invoices automatically.
Invoices from a schedule go out automatically, so make sure the customer is complete (name, email address, address) before you start. A schedule’s customer can’t be changed later — a different customer means a new schedule.
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Open a new schedule
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Pick the customer and fill in the line items
Select the customer and add your line items with quantity, unit, price, and VAT. These lines are the template: every generated invoice gets exactly this content.
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Set the rhythm
Open Payment schedule and choose:
- Start date and optionally an end date (empty = Forever).
- Frequency: daily, weekly (with a day of the week), monthly (first day, 2nd through 28th, or last day), or quarterly.
- First invoice: Today — right after activating — or Wait for next cycle.
- Each invoice due: upon receipt, or 7, 14, 30, or 60 days after sending.
The summary at the bottom shows your choices at a glance.
The payment schedule with the frequency picker open: monthly on the first day of the month. -
Write the email message
Open Email message and adjust the subject and the accompanying text; you can add a CC too. Every automatically sent invoice uses this message, with the PDF attached.
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Save the schedule as a draft
Tap Save draft. You land on the schedule detail; nothing is active yet and nothing has been sent.
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Activate the schedule
Tap Activate schedule. If the first invoice goes out at the next cycle, you’ll see the planned date to confirm. If you chose Today, the button reads Schedule & send and AirBill warns you explicitly: the first invoice is sent immediately and can’t be unsent. Confirm, and the schedule turns Active.
What happens next
- AirBill creates the invoice on every planned date and emails it to your customer with your message.
- The schedule’s Invoices tab shows every created invoice with its real status, plus the upcoming planned runs.
- In your regular invoice list these invoices carry the clock icon; payments and reminders work like on any other invoice.
Common problems
Activation is blocked by the end date
An end date in the past blocks activation. Adjust the end date (or clear it) and try again.
You want a different customer after all
The customer is fixed once the schedule exists. Don’t duplicate — create a new schedule with the right customer and delete the old draft.
The first invoice went out immediately and unexpectedly
That happens with the Today choice combined with Schedule & send. Double-check that setting on your next schedule; the invoice that already went out can be credited if needed.
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