Bill the same client every month

Retainers, rent, monthly bookkeeping, a weekly clean — anything you bill on a rhythm. Set the schedule once; each run creates a fresh invoice with its own number.

Set one up

1. 1

   Start it

   My Finance → Sales & Billing → QUICK EST/INV → Quick Recurring.
2. 2

   Client and lines

   Pick the Client, add the lines exactly as they should appear every time. From Services fills in a saved service.

3. 3

   The schedule

   Under Make this a Recurring Schedule: Frequency (Weekly, Biweekly, Monthly, Quarterly or Annually), Day of Month (1–28), Start Date, and an End Date if it stops one day. Leave End Date empty to run until you cancel it.

4. 4

   Save

   Tap Save Recurring Invoice. You'll see Recurring invoice saved and land on the Recurring tab.

   ✓ Your schedule is listed as active, with the amount, frequency and the Next Date it will run.

5. 5

   Switch on auto-send, if you want it

   On the schedule's row, tap Edit schedule, tick Auto-send invoices when generated, Save.

   ✓ From the next run, the invoice goes to the client by email on its own, with a Pay Now button, and shows as Sent.

What happens on the day

• Sebenza creates the invoice within the hour on the scheduled date, numbered like any other, due 30 days later.
• Auto-send on: it's emailed to the client and marked Sent.
• Auto-send off: it waits as a Draft in the Invoices tab. Check it, then ⋯ → Email to Client.
• Generated on the Recurring tab counts how many have gone out.

Good to know

• Need it now — Generate Now on the row creates the next invoice immediately (as a draft) and moves Next Date forward.
• Pause and resume — Pause stops runs; Resume restarts them. Cancel ends the schedule for good.
• Changing the amount or lines — a schedule's lines are fixed. Cancel it and create a new one. Edit schedule changes only the frequency, dates and auto-send.
• A client's schedules — open the client under CRM → Clients → Recurring to see them in one place.
• Day 29–31 — use Day of Month up to 28 so every month has the day; a monthly schedule on the 28th runs on the 28th.

If something's off

• No invoice appeared on the date — check the schedule isn't paused and the Next Date is what you expect. It generates within the hour, not at a fixed time.
• The invoice was created but not emailed — auto-send is off, or the client has no email. Switch it on in Edit schedule and add the email on the client.
• "End date must be after the start date." — pick a later End Date, or clear it.