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.
When an enabled recurring invoice has a valid upcoming run and is configured to collect client hours, all projects, or specific projects, matching unbilled time is reserved for that schedule. It does not appear as urgent unbilled work on Home and is kept out of the normal Ready to invoice action on the Time page.
Open Work → Time and select Invoice unbilled to confirm which hours are waiting for the recurring invoice and its next scheduled date. Select Invoice these hours early only when you want a separate draft before that date. Once those entries are attached to the early invoice, the recurring schedule will not collect them again.
Scheduled hours stay visible without competing with work that is ready for a manual invoice.
Settings are grouped by schedule, invoice defaults, automatic content, and delivery so the effect of each choice is easier to understand.
How projects are added to a recurring invoice
When you include projects in a recurring invoice, Moxie checks each project's pricing type to decide what to add. Selecting a project makes its eligible work available for billing; it does not automatically charge the project's full price on every invoice.
These rules apply to the projects you select, or to the client's projects when you choose to include all projects.
Hourly
Moxie adds billable time that has not already been attached to an invoice, using the project's hourly rate.
The project and its tasks can still be in progress.
Time marked non-billable is excluded.
Older unbilled time can be included; collection is not limited to time tracked since the previous invoice.
Completed projects can still contribute unbilled time.
Time already attached to another invoice, including a draft, will not be collected again.
Example: You have tracked five billable hours at $100 per hour. Two hours are already on another invoice. The next recurring invoice adds the remaining three hours for $300.
Fixed Fee
Moxie adds the remaining uninvoiced project fee when one of these conditions is met:
The project is active and has tasks: every task must be in a completed status. A passed project due date does not override incomplete tasks.
The project is active and has no tasks: the project's due date must have passed. A project due today, or without a due date, does not qualify through this rule.
The project is marked complete: it must have been completed after the recurring invoice's previous successful run and by the current scheduled run. Its tasks do not also need to be complete.
The recurring invoice is running for the first time: completed projects qualify if they were completed within the 30 days leading up to that scheduled run.
Draft invoices count toward the amount already invoiced. Once the full fee has been invoiced, Moxie stops adding charges for that fee.
Example: Your project has a $1,000 fixed fee, and $400 is already on a draft invoice. When the project qualifies, the recurring invoice adds the remaining $600.
Older completed projects: Projects completed before the applicable window, or without a recorded completion date, need to be reviewed and invoiced manually. Having all tasks complete does not make an older completed project qualify again. Unbilled fixed-fee projects remain available when you create an invoice manually.
Per Item
Moxie bills individual tasks using the product or service assigned to each task.
Tasks priced per item: the task must be in a completed status, have a product or service assigned, and not already be attached to an invoice. Its charge is the task quantity multiplied by its product or service rate.
Tasks with an hourly product or service: Moxie bills their unbilled billable time at that product or service's hourly rate. These tasks can still be in progress.
Tasks without a product or service, or without a positive charge, are not added.
The whole project does not need to be complete. Completed projects can still contribute eligible unbilled tasks or time.
Tasks and time already attached to another invoice, including a draft, are not collected again.
Example: A project contains three tasks priced at $150 each. Two are complete and have not been invoiced. The recurring invoice adds those two tasks for $300; the unfinished task waits.
Recurring
Moxie uses the project's recurring pricing settings to add a charge for each eligible billing period that has not already been invoiced.
The project must still be active.
The project's price and billing frequency determine the charge and the periods being billed.
In arrears makes a period eligible on its final day or afterward.
In advance makes upcoming periods eligible ahead of time.
Periods already included on an invoice, including a draft, are skipped.
Any configured limit on the number of periods is respected.
Projects set to As Needed are not collected automatically.
Task completion and tracked hours do not determine the recurring project fee.
The project's billing frequency and the invoice's schedule serve different purposes: the project defines the charges, while the recurring invoice determines when Moxie collects them. A run may collect multiple eligible periods or none.
Example: A project charges $500 per month in arrears. When the recurring invoice runs after a monthly period ends, it adds $500 for that period if it has not already been invoiced. A later run will not charge that same period again.
What happens after charges are collected?
Eligible charges follow the recurring invoice's delivery settings: save as a draft, send automatically, or use the configured automatic payment behavior.
Line items you enter directly into the recurring invoice template repeat on every generated invoice. The project rules above apply to charges collected automatically from projects.
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.
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