How to Create a Recurring Invoice

1. Click on TimeSmart

2. Click on Invoicing

3. Click on Recurring Invoices

4. Click on Add Recurring Invoice

5. Select a client. (If the client's name appears greyed out, a recurring invoice already exists and can be amended.)

6. Select a monthly Invoice Date

7. Select a Due Date

8. Add a Discount if applicable

9. Add a Customer Reference

10. Select a Task

11. Select a Unit

12. Set a Quantity

13. Set a Price

14. Set a Discount if applicable

15. Select VAT Type

16. Click on the Plus sign to add an additional line item

17. Line items can be grouped together and added to the invoice as a single item by ticking the box "Use This One Liner" under the "INVOICE DETAIL COMBINED TO A SINGLE LINE" section

18. If "Use This One Liner" is ticked, select a Task for the grouped items

19. Click on Finish

20. To generate the invoice, click on Generate Recurring Invoices

21. To view the invoice, click on TimeSmart

22. Click on Invoicing

23. Click on Invoice List

24. Click on Invoice List Recurring

25. To edit an invoice, click on the pencil icon in the bottom right-hand corner

26. To view a history of invoices, click on View History of Invoices icon in the bottom right-hand corner

27. To select the invoice, tick the box next to "Add this invoice to Select All:" in the bottom right-hand corner

28. The following actions are available:

• Create Only: Creates the invoice in Sage or Xero without sending it to clients
• Send All Selected Invoices: Creates the invoice in Sage or Xero and sends it to clients
• Remove All Selected: Removes all selected invoices and moves them to the Invoice History List
• Pre-send list: View selected invoices
• Select All: Selects all invoices
• Export to CSV: Exports to a CSV file

Updated on: 03/03/2026