Recurring invoices and retainers

When to use recurring invoices

• Monthly retainers (design, copywriting, consulting)
• Ongoing maintenance contracts
• Subscription-based services
• Any client relationship with a predictable billing cycle

Creating a recurring invoice

1. 1Go to Invoices > Recurring and click "New recurring invoice."
2. 2Select the client and set the line items, amount, and frequency (weekly, monthly, quarterly, annually).
3. 3Choose a start date and optional end date.
4. 4Ratio generates the invoice automatically on each cycle and sends it to the client.