{"id":18719,"date":"2025-10-02T07:39:59","date_gmt":"2025-10-02T12:39:59","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18719"},"modified":"2026-05-17T06:32:47","modified_gmt":"2026-05-17T11:32:47","slug":"how-to-set-up-a-recurring-invoice-in-the-bookipi-mobile-app","status":"publish","type":"post","link":"https:\/\/bookipi.com\/au\/guides\/how-to-set-up-a-recurring-invoice-in-the-bookipi-mobile-app\/","title":{"rendered":"How to set up a Recurring Invoice in the Bookipi Mobile App"},"content":{"rendered":"
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Learn how to set up recurring invoices to simplify invoice creation and minimize manual tasks.<\/h2>\n

How to set up a Recurring Invoice in the Bookipi Mobile App<\/h2>\n

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The Recurring Invoice feature in the Bookipi Mobile App lets you automatically generate invoices at set intervals (weekly, monthly, yearly, etc.). This guide shows you how to create a new recurring invoice and send it to your client directly from the app.<\/p>\n

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Step 1:<\/b> Start a new invoice<\/h3>\n

From the home screen, go to the Invoice category. Tap the blue plus (+)<\/b> button to create a new invoice.<\/p>\n

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Step 2:<\/b> Add a customer<\/h3>\n

From the pop-up options, select your customer\u2019s name.<\/p>\n

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To add a new customer not yet in your list, tap \u2018+ New\u2019<\/i><\/b> in the upper right corner, enter their details, and save.<\/p>\n

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Step 3:<\/b> Add items to the invoice<\/h3>\n

Scroll up and select an item from your item list.<\/p>\n

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To add a new item that doesn\u2019t exist yet on your lists, tap \u2018+ New\u2019<\/i><\/b> in the upper right corner, enter the item details, and save.<\/p>\n

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Step 4:<\/b> Confirm customer and items<\/h3>\n

After adding the customer and items, tap \u2018Done\u2019<\/i><\/b>.<\/p>\n

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Step 5:<\/b> Set recurrence<\/h3>\n

Scroll up to find the More<\/b> section, and tap \u2018Recurrence\u2019<\/i><\/b>.<\/p>\n

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Choose a recurrence option: Weekly, Every 2 weeks, Monthly, Yearly, etc.<\/p>\n

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After selection, you will see a recurring icon appear, confirming the invoice is set to recur.<\/p>\n

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Tap \u2018Save\u2019<\/i><\/b> to save the invoice with the recurrence setting.<\/p>\n

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Step 6:<\/b> Send the invoice<\/h3>\n

Tap \u2018Next\u2019<\/i><\/b> to proceed. <\/p>\n

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Select your preferred sending method: \u2018Email\u2019<\/i><\/b> (directly from the app), \u2018WhatsApp\u2019<\/i><\/b>, or another available option.<\/p>\n

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Tap \u2018Send\u2019<\/i><\/b> to finalize and send the invoice to your client. <\/p>\n

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The invoice you scheduled to recur has been successfully sent according to the selected recurrence settings. <\/p>\n

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A recurring icon is displayed below the invoice number to indicate its recurring status.<\/p>\n

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Frequently Asked Questions: Recurring Invoice in the Bookipi Mobile App<\/h2>\n

Q: What is a recurring invoice?<\/h3>\n

A: A recurring invoice is an invoice that is automatically created and sent to your client at set intervals. It\u2019s well-suited for subscription-based services or ongoing billing needs.<\/p>\n

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Q: Can I set reminders or late fees on recurring invoices?<\/h3>\n

A: Yes, you can. Simply enable the overdue reminder option in your invoice settings to automatically send reminders and apply late fees.<\/p>\n

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Q: Do recurring invoices count toward my monthly invoice limit if I\u2019m on a free plan?<\/h3>\n

A: Yes, each recurring invoice sent is counted toward your monthly invoice limit under the free plan.<\/p>\n

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Q: What interval options are available in the mobile recurring invoice settings?<\/h3>\n

A: The following interval options are available:<\/p>\n