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.
Fixed-fee project charges are collected automatically only after the project is marked complete; a due date or completed deliverables alone do not trigger the charge. If the project was completed more than two months ago or its completion date is missing, Moxie creates the invoice as a draft and notifies you to review the project fee, even when automatic sending or charging is enabled. Unbilled fixed-fee projects remain available when you create an invoice manually.
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.
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