# Make an invoice recurring

Create a copy of an invoice on a schedule, as a draft or sent to the customer.

Canonical: https://demo.qixcount.com/help/invoicing/recurring-invoices

Who can do this: Owners, or people with *Create invoices*; sending each one also needs *Send invoices*

Where: Sales, then Invoices

You'll need: An invoice that is not void, for an active customer

Repeat an invoice, such as a monthly retainer. Each copy gets a new number and is dated on its scheduled day.

## Make the schedule

1. Open the invoice from **Invoices**, then open its additional-actions menu.
2. Select **Make recurring**.
3. Check the copied lines under **What repeats**.
4. Enter a **Schedule name**.
5. Choose **Repeats** and **Every**, then the day in **On** for weekly or **On day** for monthly.
6. Enter a **Start date** of today or later.
7. Under **Ends**, choose **Never**, **After a number of times** or **On a date**.
8. Choose **Save as a draft** or **Send to the customer**.
9. Check the **Person** each invoice is created as. It's you, unless you're an owner and choose someone else.
10. Select **Save schedule**.

The schedule opens with its first date. Monthly dates past the end of a short month use its last day. **Last day of the month** is also available.

## What each invoice gets

Each invoice copies the customer, project, currency, addresses, ship-to state, discount, notes, terms, footer and lines with their tax, as Duplicate does. When the original has no ship-to state, each new invoice takes the customer's state when it is made. The P.O. number is not copied. Tax exemption isn't copied either: each invoice is exempt only if the customer's exemption is still valid when it's created. The due date stays the same number of days after the invoice date as on the original. Nonprofit lines keep their coding.

**Send to the customer** posts each invoice and emails it to the customer's email address. Saved cards are never charged. You need *Send invoices* to choose it, and so does the person it runs as. If invoice emails are turned off or the customer has no email address, that date fails and creates nothing.

If the customer is on hold, or the invoice would take them over their credit limit and the business saves those as drafts, the invoice is still created. It is saved as a draft and not sent, the run history says why, and the business owners are emailed once. An owner can open the draft and send it with a reason. See [Set a credit limit or put a customer on hold](https://demo.qixcount.com/help/invoicing/credit-limits-and-holds).

Every run checks the lines again with the invoice form's rules, so an inactive customer, or an account or tax on a line that is no longer active, makes that date fail. After 3 such failures in a row, the schedule pauses. See [Recurring invoices, bills and journal entries](https://demo.qixcount.com/help/accounts-and-journals/recurring-overview) for run history and failure emails.