Recurring Invoices and Recurring Payments
Recurring invoices can automatically send from your Harvest account or save as drafts for review before they’re sent.
If a recurring invoice is sent automatically and you have our Stripe integration enabled, your clients can choose to set up automatic recurring payments, as well, so they don’t have to remember to enter their payment information every time.
Create a Recurring Invoice
- Go to Invoices > Recurring and click New Recurring Invoice.
- Choose your client and click Next Step.
- Choose the start date and frequency of the invoice, and whether you would like it to automatically send from your account or save as a draft in your invoice overview.
- Fill out the invoice, and Save.
This process creates a recurring invoice template, which will automatically generate a client invoice according to your set schedule. These templates appear under Invoices > Recurring.
The invoices that are generated from these templates will appear under Invoices > Overview. They can be managed exactly like non-recurring invoices.
Recurring invoices can’t pull in information from your timesheets. They’ll have the same information every time they’re generated.
Recurring Invoice Generation Time
Recurring invoices are generated at approximately the same time that you created your recurring invoice template. For example, if you made a recurring invoice template at 8 am, its related invoices will be created at 8 am on your set date. If your recurring invoice is set to send automatically, it’ll send around that same time as well.
Variables in Recurring Invoice Messages
If your recurring invoice is emailed automatically, you’ll have the option to include a message in that email. In this message, you can use the same variables as regular invoices. You can view all available variables at Invoices > Configure > Messages.
Edit a Recurring Invoice
- Go to Invoices > Recurring and select the template for the recurring invoice you’d like to edit.
- From the template, make your changes.
- Click Update Invoice to save.
Changes to the template for a recurring invoice will only apply to future invoices. If you’re looking to edit an existing invoice, head to our page on editing invoices.
Note that if a client has enabled recurring payments for invoices generated from a particular template, the template won’t be editable, with the exception of invoice recipients and messages. If you need to change the details of a recurring invoice template with this option enabled, you can either delete the recurring invoice template and create a new one, or you can ask your client to temporarily stop recurring payments on that invoice so the template can be edited.
Cancel a Recurring Invoice
- Go to Invoices > Recurring and select the template for the recurring invoice you’d like to cancel.
- From the template, click Delete Invoice (bottom right).
- Click Delete Recurring Invoice to confirm.
Deleting is permanent and there’s no undo. While deleting the template for a recurring invoice will prevent invoices from being generated in the future, this won’t impact existing invoices.
If an invoice is sent automatically and your client pays for it through Stripe, we’ll ask them if they’d like to enable recurring payments.
Once a client chooses to activate recurring payments, they’ll be asked to add a form of payment. Going forward, your client will be automatically billed according to the terms of the recurring invoice.
Your client can manage their recurring payments from their Client Dashboard. If you don’t have the module enabled in your account, they’ll still be able to access the parts of it related to recurring payments from invoice emails and web invoices, but they won’t see information about all of the open and recently paid invoices they have with you.
If a recurring payment fails, we’ll send an automatic email to inform your client. The email will include a link to their Client Dashboard, and we’ll let them know that we’ll retry the payment in 48 hours.
If payment fails after the second attempt, no further attempts will be made. We’ll send the client another email letting them know that the payment has failed and that they have to manually pay the invoice. Even if that happens with one invoice, the following invoice in the recurring series will try to collect the recurring payment as usual.