Create a recurring invoice when Moxie should generate a fresh invoice on a predictable schedule. The builder combines a reusable invoice template, automatic billable content, delivery behavior, and a clear preview of what happens next.
Build the repeating invoice
Open Money → Recurring schedules and choose New schedule → Recurring invoice.
Select the client and give the schedule a recognizable name.
Add fixed line items directly or select reusable items from the products and services library.
Review the What happens next panel for frequency, next invoice date, following dates, due terms, automatic content, and delivery behavior.
Open Settings to configure the schedule in detail.
Save and return to the recurring schedules list.
The schedule overview translates configuration into plain language before the next invoice is created.
Configure what changes each run
Line items added in the builder remain on every generated invoice. Automatic content is refreshed for each run, so eligible time, project charges, and other selected billable work can reflect the latest records.
Settings are grouped by schedule, invoice defaults, automatic content, and delivery so the effect of each choice is easier to understand.
Review the important settings
Schedule controls frequency, start date, and optional end date.
Invoice defaults controls the template, due terms, description, and other normal invoice settings.
Automatic content controls which eligible client or project work is collected at run time.
Delivery & payment controls draft versus automatic sending and related payment behavior.
Saving settings refreshes the automatic line-item preview. Existing lines remain visible until the server returns the refreshed version, so you can review the completed result instead of seeing an empty interim state.
Continue exploring Money