Recurring invoices (Pro)

The Recurring screen (/recurring) automatically generates invoices on a schedule, for retainers, subscriptions, or any client you bill the same amount on a regular basis. Pro-only feature.

The left red circle marks + New Recurring Invoice; the right one marks Run Now on an existing schedule.

Setting up a recurring invoice

1. Click + New Recurring Invoice (circled above).
2. Choose the client and frequency (e.g. Monthly), and build the invoice's line items just like a normal invoice.
3. Save, Chargd shows the schedule's next run date and generates a fresh invoice automatically on that date.

Managing a schedule

The table shows each schedule's name, client, frequency, next run date, status, last-generated date, and amount per cycle.

• Click Run Now to generate the next invoice immediately, without waiting for the scheduled date.
• Tick Show paused schedules to reveal any schedules you've paused.
• Click the trash icon to delete a schedule (this doesn't affect invoices already generated from it).

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