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Create a Recurring Invoice Series Online

With Square Invoices, you can set up recurring billing on a daily, weekly, monthly or yearly schedule so you can charge customers on a recurring basis.

From your online Square Dashboard:

  1. Go to Invoices, then click Recurring.

  2. Click Create recurring series.

  3. Select a customer from your Customer Directory, or enter a new name and email address or phone number.

  4. Fill out the invoice details, including an optional invoice title, invoice ID, or message.

  5. Set the recurring schedule, including the start date, end date, invoice repeat frequency, and due date. You can also allow automatic payments with Card on File.

  6. Add a one-time item or select an existing item from your item library, and any applicable discounts.

  7. Add your customer's payment options.

  8. Share the invoice via email, text message, or manually via your own channels.

  9. Click Save as Draft or Send when you're ready.

If you schedule a recurring payment for a future date with the Card on File feature, your customer’s card will be automatically charged at 10:00 AM (in your time zone) on the date you’ve selected.

Note: If your customer's Card on File has changed and the customer has a recurring invoice, you will need to edit that invoice series to ensure the right payment card is being charged.

You can also send milestone-based payment schedules to schedule multiple payments for any job or project in different phases with Square Invoices Plus.

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