Set up a recurring invoice

When you would do this

For retainers, subscriptions, rent, and anything else you bill on the same terms every period. Set it up once instead of creating an invoice each time.

Steps

1. Go to Operation › Receive and open the Recurrent tab.
2. Select New Recurrent Invoice.
3. Enter an Invoice ID pattern, such as REC-001.
4. Choose the receiving wallet, the asset and the chain.
5. Choose the counterparty and the email the invoice should go to.
6. Enter the amount and the payment terms.
7. Choose the frequency: Weekly, Bi-weekly or Monthly.
8. Set the day of week or day of month the invoice should be issued on.
9. Turn on Auto Follow-ups if you want reminders sent automatically when an invoice becomes overdue.
10. Save.

What to expect

Stablerail generates each invoice automatically on the schedule you set and emails it to the address on the counterparty.

Each generated invoice behaves like any other: it appears in your invoice history, it can be paid, and it is matched to the incoming payment when it arrives.

With auto follow-ups on, reminders are sent at one, three and seven days after the due date passes without payment. They stop once the invoice is paid.

You can pause or cancel a recurring schedule at any time. Pausing stops new invoices and reminders without deleting the invoices already issued.

Choosing a day

For monthly billing, pick a day that exists in every month. A schedule set to the 31st behaves unpredictably in February.

For weekly and bi-weekly billing, pick a weekday. Invoices issued on a Saturday sit unread until Monday, which effectively shortens your payment terms.

Common problems and what they mean

An invoice was not generated. Check whether the schedule is paused, and whether the counterparty still has a valid email address.

Reminders keep going out after they paid. The payment has not been matched to the invoice, so it is still recorded as unpaid. See "Reconcile an invoice payment".

The customer says they are getting duplicates. You may have both a recurring schedule and a manually created invoice for the same period. Cancel one.

You need to change the amount. Cancel the schedule and create a new one. Invoices already issued are unaffected.

Your customer wants to pay on a different chain. Cancel and recreate on the chain they want. Do not tell them to pay a different address than the one printed on their invoice.