Bill a customer on a schedule
Recurring invoices made as a draft for you to send — or, during the beta, emailed for you.
How toReviewed September 27, 2026
In Recurring billing, press “Set up recurring billing”. Choose “Review before sending” or “Send automatically”. “Pause it” and “Resume it” stop and restart the schedule.
On a free account each billing date makes the next invoice as a draft, and you send it. During the beta a free account can also have CompliMaint email it for you; a schedule set to send on a plan without it keeps its setting and makes drafts instead.