Quotify CRM allows you to automate recurring billing by turning any invoice into a recurring invoice. This feature is ideal for subscriptions, retainers, or regular service agreements.
🧾 How to Set Up a Recurring Invoice
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Go to Sales → Invoices
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Create a new invoice or edit an existing one
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In the invoice form, look for the "Recurring Invoice" option
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Set the recurrence interval (e.g., every 1 month, 2 months, up to 12 months, or use a custom interval)
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Save the invoice
✅ Quotify will automatically re-create the invoice at the set interval.
📅 How Recurrence Dates Are Calculated
The recurrence date is calculated based on the original invoice date, not the creation or due date.
Example 1:
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Invoice Date: 2025-08-17
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Recurrence: Every 1 month
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Next Invoice: 2025-09-17
Example 2:
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Invoice Date: 2025-03-01
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Recurrence: Monthly
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Next Invoice: 2025-04-01
👶 Viewing Generated Invoices
After recurring invoices start generating, you can track all related invoices under the "Child Invoices" tab inside the original invoice view.
🛑 Stopping a Recurring Invoice
To stop a recurring invoice:
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Edit the original invoice
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Set the "Recurring Invoice" dropdown to “No”
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Save your changes
Recurring will be canceled, and no further invoices will be generated.