Recurring Invoices — automatically created as a draft every month

01When do you need recurring invoices?

Whenever you regularly invoice the same service to the same client, a recurring template pays off. Typical use cases:

Coaching packages with a monthly flat rate
IT maintenance contracts and hosting
Consulting retainers (e.g. 10 hours/month)
Subscription models and ongoing services
Rental income from subletting

The problem: creating the same invoice from scratch every month — selecting the client, entering line items, checking VAT, sending. It takes a few minutes each time and is a source of errors. With recurring invoices in einzly, you set up the template once. After that, a new draft is automatically created every month — with the same line items, the same VAT, and the same payment terms.

02How to create a recurring invoice

Step 1 — Create an invoice as usual

You create a standard invoice: select the client, add line items, set the VAT type and payment terms. Everything works just like a regular invoice — you can also use the QR invoice as usual.

Step 2 — Activate the checkbox

Below the line items, you'll find the option "Recurring Invoice (monthly)". Activate the checkbox — done. This feature is only available for standard invoices, not for partial or final invoices.

einzly invoice form with activated recurring invoice checkbox and optional end date — Activate the checkbox — the invoice will be created as a draft every month from now on

Step 3 — Set an end date (optional)

You can set an end date after which no new drafts will be created. If you leave the field empty, the template runs indefinitely — you can stop it manually at any time.

First invoice created immediately as a draftAs soon as you save the recurring invoice, the first invoice is immediately created as a draft. You don't have to wait until next month.

03What happens every month?

Every month, einzly automatically creates a new invoice draft based on your template. Here's what happens:

A new draft is created — with the same line items, amounts, and VAT type
A new invoice number is automatically assigned
The due date is calculated based on the configured payment terms
The draft gets an "Auto" badge so you can identify it immediately

Important: Draft only — no automatic sendingThe invoice is created as a draft, NOT automatically sent. You review the draft, adjust it if needed, and send it yourself. This way you keep full control — no surprises for you or your clients.

Monthly flow: draft is auto-created, you review and send it yourself — The monthly cycle: auto-draft, review, send — every month

This cycle repeats every month. You can adjust the draft before sending at any time — for example, change a line item or add a note. Only when you click "Send" does your client receive the invoice. Learn how sending works in our article on sending invoices directly.

04Overview and management

All recurring invoices are displayed in a dedicated section of the invoice dashboard — with a cycle icon so you can spot them immediately. At a glance, you can see:

Client name and interval (monthly)
Number of invoices already generated
Status: active, stopped, or expired
Next creation date

You can stop any template at any time (no more new drafts), reactivate it, or delete it entirely. Already created invoices are always preserved — stopping or deleting only affects future drafts.

05Who is this for?

Recurring invoices are suitable for all self-employed professionals who regularly invoice the same amount to the same client. Here are some examples:

Coaches with monthly coaching packages or group subscriptions
IT service providers with maintenance contracts, hosting, or SLA packages
Consultants with retainer models (e.g. 10h/month)
Landlords with monthly rental income from subletting
Subscription-based services like cleaning, gardening, or bookkeeping
Freelancers with fixed mandates and consistent scope

If you also create quotes for larger projects, you can use recurring invoices as a complement for your ongoing mandates.

06Frequently asked questions

No. Recurring invoices are created as drafts — not sent automatically. You review each draft and send it yourself with one click. This gives you full control at all times.

The template itself cannot be edited. If the line items change, you stop the existing template and create a new one. Already generated drafts can be adjusted before sending at any time.

All previously generated invoices are fully preserved — whether as drafts, sent, or paid. Stopping only affects the future creation of new drafts.

Currently, einzly only supports monthly recurring invoices. Quarterly or annual intervals are planned for a future release.