---
title: How to Create Recurring Invoices
description: Recurring Invoices solve the problem of manually sending repeated Invoices to your accountant. Automate regular payments and forecast the spending.
---

[Skip to content](https://help.precoro.com/how-to-create-recurring-invoices-1#main-content)

[Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en)

[![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login)

Open main navigation

Close main navigation

- [Contact us](https://help.precoro.com/kb-tickets/new)
- [Customer portal](https://help.precoro.com/tickets-view)
- [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf)

[Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf)

 Hi there! How can we help you today?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://help.precoro.com/?hsLang=en)
2. [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en)
3. [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices)

# How to Create Recurring Invoices

## Learn how to create recurring invoices to avoid manually sending repeated invoices to your accountant. Automate regular payments and forecast the spending pipeline.

#### TABLE OF CONTENTS

- [Most Common User Cases of Recurring Invoices](https://help.precoro.com/how-to-create-recurring-invoices-1#use)
- [How to Create a Recurring Invoice](https://help.precoro.com/how-to-create-recurring-invoices-1#recurring)
- [How to Edit Recurring Invoices](https://help.precoro.com/how-to-create-recurring-invoices-1#How-to-Edit)
  
    - [Editing the Recurring Document](https://help.precoro.com/how-to-create-recurring-invoices-1#Editing-Recurring-Document)
    - [Editing Budget and Total Sum in Recurring Documents](https://help.precoro.com/how-to-create-recurring-invoices-1#Editing-Budget)
    - [Editing the Recurring Settings](https://help.precoro.com/how-to-create-recurring-invoices-1#Editing-Recurring-set)
- [How to Stop the Recurring](https://help.precoro.com/how-to-create-recurring-invoices-1#how-to-stop-recurring)
- [How Recurring Invoices Are Reflected in Your Budget](https://help.precoro.com/how-to-create-recurring-invoices-1#budget)

### Most Common User Cases

- Software subscriptions
- Services and rentals.

### How to Create a Recurring Invoice

To use this functionality, please enable the **Recurring Documents** checkbox in Configuration → Basic Settings → Document Setup → General Settings.

You can create a Recurring Invoice from scratch or convert one of your existing Invoices.

💡**Please note**: Only the user who created the original document can make it recurring. Other users don't have access to the Make Recurring action, even if they can edit the document.

You can only make the document recurring if it has no related documents.

To make a recurring document, follow these steps:

1\. Open the Invoice you want to make recurring and press the **Make** **Recurring** button on the right action panel.

2\. Select the **Validity** **Period** and the **Repeat** frequency.

3\. Select the **Budgets** for future recurring documents. You can use the **Apply to All** action button to automatically select the chosen Budget for all the periods instead of manual entry.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/123325421662" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="123325421662" data-hsv-style="" data-hsv-width="688" data-hsv-height="378" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

Depending on the date you set when creating a Recurring Invoice, Precoro will create an Invoice automatically and send it for approval.

**💡 Please note:** The new recurring documents will be created automatically with all the exact data from the original. If you had an Approval Workflow in place, the recurring documents would automatically undergo the same Approval Workflow.

Please see the [How to Activate the Auto-Approve for Subsequent Recurring Documents](https://help.precoro.com/how-to-design-set-up-the-approval-workflow?hsLang=en#Auto-Approve-for-the-Subsequent-Recurring-Document) guide to automate your working process.

### How to Edit Recurring Invoices

You can make changes either to the document itself or to the recurring settings you have initially selected.

#### Editing the Recurring Document

You can change the recurring Invoice document at any time, but please note that these amendments will affect every following document. To edit the recurring document, follow these steps:

1\. Open the recurring document you want to adjust.

2\. On the right action panel, click the **Edit Invoice** button.

3\. Input the changes you need and **Save** them.

**💡 Please note:** The **re-approval process** will get trigged according to the rules outlined [here](https://help.precoro.com/how-does-re-approval-process-activation-work-in-documents?hsLang=en).

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/123327584392" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="123327584392" data-hsv-style="" data-hsv-width="688" data-hsv-height="370" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

#### Editing Budget and Total Sum in Recurring Documents

Also, please note that if you edit and increase the **Total** of the document — the Total of the recurring documents will be increased, as well as the Total reserved in the Budget.

If the **Budget Limit** is exceeded — the last recurring document will not be included in the reserved Budget.

If there is no **Budget for the Custom Fields for Items** — the recurring document will not be reserved in a Budget anymore.

#### Editing the Recurring Settings

You can change the recurring settings of the document you have previously set, do to that follow the steps:

1\. Open the recurring document where you want to adjust the settings.

2\. On the right action panel, click the **Edit Recurring** button.

3\. Input the changes you need and **Save** them.

Your changes will affect all the subsequent documents.

<iframe data-hsv-src="https://play.hubspotvideo.com/v/1903299/id/123327584516" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="123327584516" data-hsv-style="" data-hsv-width="688" data-hsv-height="370" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### How to Stop the Recurring

In case you want to stop the recurring you have previously set, follow these steps:

1\. Open the recurring document you want to adjust.

2\. On the right action panel, click the **Edit Recurring** button.

3\. Press the red **Stop Recurring** button.

Your changes will affect all the subsequent documents.

![](https://help.precoro.com/hubfs/Monosnap%20screencast%202023-07-04%2007-54-45-gif.gif)

### How Recurring Invoices Are Reflected in Your Budget

Imagine you started using new software. The price of a monthly subscription is $100, and it is an annual contract. You can create a recurring invoice for one year, and Precoro will reserve $1,200 in the Budget. Once you process the monthly payment, $100 will move from the **Reserved** to the **Used** section. 

![](https://help.precoro.com/hubfs/Monosnap%20Reserved%20Budget%202023-09-19%2013-47-07-png.png)

- [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content)

    - [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations)
    - [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management)
    - [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms)
    - [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management)
    - [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items)
    - [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow)
    - [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management)
    - [Precoro Payments](https://help.precoro.com/precoro-setup?hsLang=en#precoro-payments)
    - [Two-factor authentication](https://help.precoro.com/precoro-setup?hsLang=en#two-factor-authentication)
    - [Security](https://help.precoro.com/precoro-setup?hsLang=en#security)
    - [US Based Server](https://help.precoro.com/precoro-setup?hsLang=en#us-based-server)
- [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en#main-content)

    - [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests)
    - [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals)
    - [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions)
    - [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders)
    - [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders)
    - [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts)
    - [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices)
    - [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses)
    - [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting)
    - [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory)
    - [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports)
    - [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation)
    - [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents)
    - [Suppliers Portal](https://help.precoro.com/how-to-use-precoro?hsLang=en#suppliers-portal)
    - [Supplier Registration](https://help.precoro.com/how-to-use-precoro?hsLang=en#supplier-registration)
    - [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro?hsLang=en#attachments-filters-and-search)
    - [Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app)
    - [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting)
- [Precoro Integrations](https://help.precoro.com/precoro-integrations?hsLang=en#main-content)

    - [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations?hsLang=en#quickbooks-online-integration)
    - [NetSuite Integration](https://help.precoro.com/precoro-integrations?hsLang=en#netsuite-integration)
    - [Xero Integration](https://help.precoro.com/precoro-integrations?hsLang=en#xero-integration)
    - [API Requests and Webhooks](https://help.precoro.com/precoro-integrations?hsLang=en#api-requests-and-webhooks)
    - [SSO Setting](https://help.precoro.com/precoro-integrations?hsLang=en#sso-setting)
    - [Google Integration](https://help.precoro.com/precoro-integrations?hsLang=en#google-integration)
    - [Power BI](https://help.precoro.com/precoro-integrations?hsLang=en#power-bi)
    - [Integration with Slack](https://help.precoro.com/precoro-integrations?hsLang=en#integration-with-slack)
    - [PunchOut Catalogs](https://help.precoro.com/precoro-integrations?hsLang=en#punchout-catalogs)
    - [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors)
    - [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration)
- [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en#main-content)

    - [Releases, 2026](https://help.precoro.com/precoro-updates?hsLang=en#releases-2026)
    - [Releases, 2025](https://help.precoro.com/precoro-updates?hsLang=en#releases-2025)
    - [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024)
    - [Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023)
    - [API Updates](https://help.precoro.com/precoro-updates?hsLang=en#api-updates)
    - [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes)

[![Precoro](https://help.precoro.com/hubfs/Precoro.svg "Precoro")](https://precoro.com/)

<https://www.facebook.com/precoro> <https://x.com/PrecoroHQ> <https://www.youtube.com/@precoro> <https://www.linkedin.com/company/precoro>

Copyright © 2026, Precoro

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202022-12-22%2010-53-30-gif.mp4",
  "dateModified" : "2023-07-10T15:42:22.184Z",
  "duration" : "PT24S",
  "height" : 1484,
  "name" : "Monosnap screencast 2022-12-22 10-53-30-gif",
  "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202022-12-22%2010-53-30-gif.mp4/medium.jpg",
  "uploadDate" : "2023-07-04T04:19:12.251Z",
  "width" : 2702
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-07-04%2007-26-47.mp4",
  "dateModified" : "2023-07-10T15:42:17.369Z",
  "duration" : "PT11S",
  "height" : 1308,
  "name" : "Monosnap screencast 2023-07-04 07-26-47",
  "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-07-04%2007-26-47.mp4/medium.jpg",
  "uploadDate" : "2023-07-04T04:27:43.023Z",
  "width" : 2432
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-07-04%2007-29-35.mp4",
  "dateModified" : "2023-07-10T15:42:12.821Z",
  "duration" : "PT19S",
  "height" : 1308,
  "name" : "Monosnap screencast 2023-07-04 07-29-35",
  "thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202023-07-04%2007-29-35.mp4/medium.jpg",
  "uploadDate" : "2023-07-04T04:30:16.488Z",
  "width" : 2432
}
```