Tallyo guide
Create repeat invoices automatically
Use a recurring schedule when the same customer needs a new invoice every week, month, quarter or year.
Step by step
- 1
Prepare the source invoice
Save the customer, items and terms you want future invoices to use.
- 2
Choose when it repeats
Set how often the invoice should be created, the next date and, if needed, when the schedule should stop.
- 3
Choose whether to send automatically
Turn automatic email on only when each new invoice can go straight to the customer without another review.
- 4
Review the schedule
See the next invoice date and pause or change the schedule when the work changes.