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Recurring Invoices

Set up recurring invoices to bill clients automatically on a schedule — monthly, weekly, quarterly, or annually.

Create a recurring invoice​

  1. Log in to https://billing.YOUR_DOMAIN.woodhead.tech
  2. Click Recurring Invoices in the left sidebar
  3. Click New Recurring Invoice
  4. Select the client
  5. Add line items (same as a regular invoice)
  6. Set the schedule:
    • Frequency — how often to send (Monthly, Weekly, Quarterly, Annually)
    • Start date — when to send the first invoice
    • End date — optional, leave blank to run indefinitely
  7. Under Auto Bill, choose:
    • Always — automatically charges the client's saved card (requires Stripe + saved payment method)
    • Off — sends the invoice by email for the client to pay manually
  8. Click Save

How it works​

On the scheduled date, Invoice Ninja automatically:

  1. Creates a new invoice for that billing period
  2. Sends it to the client by email (with the same Pay Now link as a regular invoice)
  3. If Auto Bill is on and the client has a saved card, charges the card automatically

You'll get an email notification each time a recurring invoice is sent or paid.

View and manage recurring invoices​

Click Recurring Invoices in the sidebar to see all active schedules.

From this list you can:

  • Pause a recurring invoice (stops sending until you unpause)
  • Stop a recurring invoice (ends the schedule permanently)
  • Edit the invoice details or schedule

Save a client's payment method (for auto-billing)​

For Auto Bill to work, the client needs to have a saved card on file.

The easiest way: send a regular invoice first and ask the client to check "Save payment method" when they pay. Their card will be saved for future auto-billing.

Or, contact brandon@woodhead.tech to set up a Stripe payment link specifically for saving a card on file.

Questions?​

Email brandon@woodhead.tech.