In this video:

Recurring invoices can be set up to be sent automatically according to your custom schedule and configuring one is just like making a one-off invoice.

Just like a regular invoice, the simplest way to create a recurring invoice is to:

A pop-up will appear and you will be prompted to select your invoice type.

You can create a single invoice, and you can watch this video to learn more. Or, a recurring invoice which is what I will select and then click on continue.

Like a single invoice, you’ll assign this recurring invoice to a Client.

Then add a Description for the recurring invoice.

Next, decide on the Duration for your invoice. Enter a Start Date (it has to be at least on the day you are creating it). Then decide the invoices duration with one of three options:

Next, you’ll determine the frequency of the invoices. You can set it to:

You can adjust the frequency based on these options. For example, you can bill a contact every 2 months or bi-monthly on every second Monday.

Once you set the duration and frequency, Canopy summarizes your choices at the bottom of the window. Use this to verify you’ve got it all right!

Finally, it might be a good idea to set the payment terms. You can do that here, from Due on Receipt to Net 60 or a Custom Term.

From there, you’ll fill in your service items as you would a regular invoice.

Just like on a single invoice you can drag and drop each item to reorder them in the way that makes the most sense to you.

If you would like to adjust they layout or setting on an invoice you can do that by clicking on the gear icon at the top. Here is where you can also add a client note or terms and conditions.

Once you're ready to begin the recurring invoice cycle, click Start.

And that’s it!

You can see your recurring invoices:

In this table, you can see all the recurring invoices you have for your contacts.

You verify the statuses of each by viewing the Status column, where you status such as:

Here you can view the terms, and edit or add service items, change the end date, or description, and view the recurrence history. Make sure you save your changes before exiting out.

You can also duplicate your invoice by selecting the duplicate button at the top. This allows you to easily create a new recurrence with the same duration, frequency and items. This is helpful if you want to change the frequency of billing, or if you have a different client you want to bill the same way.

To end an active recurring invoice, click on the description name and then select End Recurrence at the top.

Once you do, the status changes from active to end.