Managing invoices manually each week or month can drain valuable time—especially when you’re billing the same customers for predictable services. If you're still recreating invoices, copying old ones, or reminding yourself to hit “Send,” you're adding unnecessary work and opening the door to delays and costly mistakes.
Liftoff Invoicing Solutions automates the entire process, allowing you to schedule recurring invoices that send automatically—accurately, consistently, and right on time. Whether you bill weekly, monthly, or on custom intervals, recurring invoicing boosts efficiency and strengthens cash flow.
Below is your complete guide for creating, confirming, and optimizing recurring invoices in Liftoff Invoicing Solutions. 🚀
⭐ Why Use Recurring Invoices?
Recurring invoices are ideal for businesses with predictable billing cycles, such as:
· Subscription-based services 📅
· Weekly or monthly retainers
· Recurring product deliveries (pastries, supplies, consumables) 🍪 📦
· Membership or maintenance fees
· Leasing or rental agreements
If you bill the same customer, same amount, same frequency, automation is the smart answer.
Example:
You deliver pastries to two offices every Friday. Every Monday you need to send a $200 invoice. Instead of creating it manually each week…
Liftoff Invoicing Solutions automatically generates and emails it on your behalf. 🙌
📘 How to Create a Recurring Invoice in Liftoff Invoicing Solutions
Setting up recurring invoices only takes a few minutes—and it saves hours every month.
Step 1: Go to Recurring Transactions ⚙
1. Select Settings (Gear Icon)
2. Choose Recurring Transactions
3. Click New
Step 2: Set the Transaction Type 🧾
· Under Transaction Type, choose Invoice
· Select OK
Step 3: Choose Your Recurrence Settings 🔄
· For Type, select Scheduled
· Turn on Automatically Send Emails to email invoices without manual review
· Set your billing frequency:
Weekly
Monthly
Custom dates
Step 4: Complete the Invoice Template ✍
Fill in:
· Customer name
· Products or services
· Amount
· Billing schedule
· Email recipients
Then click Save Template.
Repeat for any customer needing recurring billing.
📤 How to Automatically CC Yourself on Every Invoice (Highly Recommended)
This overlooked feature is extremely helpful.
Benefits:
· Confirm invoices were delivered
· Maintain internal email records
· Troubleshoot customer concerns faster
To enable CC:
1. Go to Settings (Gear Icon)
2. Select Account & Settings
3. Click Sales → Messages
4. Toggle Email me a copy
Now you’ll receive an email copy of every outgoing invoice. ✉ ✨
🔍 How to Confirm That Recurring Invoices Were Created and Sent
It’s Monday morning. Deliveries were made last Friday. You want to confirm the invoices went out.
Here are three easy ways:
1. Check Your Inbox 📬
If CC is enabled, your inbox will contain:
· Invoice copies
· Timestamp of delivery
· Customer details
Fastest way to confirm everything ran smoothly.
2. View the Recurring Template List Report 📊
Liftoff makes it easy to view all recurring schedules.
To access:
· Go to Reports
· Use Find Report by Name
· Search Recurring Template List
This shows:
· All active templates
· Billing frequency
· Last sent date
· Next scheduled send date
A perfect audit snapshot.
3. Check the Customer’s Transaction Page 👤 🧾
1. Go to Customers
2. Select the customer
3. Look for invoices marked Open (Sent)
4. Open the invoice to view the Last Delivery Timestamp
This gives a precise delivery log.
⭐ Real Business Benefit: Fewer Errors, Faster Cash Flow
Manual invoicing causes:
❌ Missed invoices
❌ Wrong amounts
❌ Duplicate billing
❌ Delayed payments
Recurring invoicing eliminates these risks.
A real customer, Jen Hasseloff, described the impact:
“The recurring payments option is nice because it automatically matches items so I’m not having to manually put in the fees. This saves me time and has made my accounting flawless. Recurring payments have made the accounting side of my business so much easier.”
Automation = peace of mind. 🧘 💰
⚡ Enable Autopay: Get Paid Automatically Without Customer Effort
Recurring invoices send automatically.
Autopay collects automatically.
Customers can authorize Liftoff to charge their payment method on a schedule.
Benefits of Autopay:
· No missed payments
· Predictable monthly revenue
· Healthier cash flow
· Fewer follow-ups
· Reduced late payments
Perfect for:
· Subscription services
· Membership programs
· Weekly or monthly delivery businesses
💡 Other Helpful Tips
Turn an Existing Invoice into a Recurring Invoice
1. Open any invoice
2. Click Make Recurring
This duplicates the invoice and allows scheduling in seconds.
Use Sample Data to Practice
Liftoff offers a demo environment so you can test workflows without affecting real customers.
🚀 Want to Get Paid on Time—Every Time?
Recurring invoices help you automate billing.
Recurring payments help you eliminate collection delays.
When customers enroll in Autopay:
· Revenue becomes predictable
· Cash flow strengthens
· Admin work drops dramatically
It’s the modern, automated way to run accounts receivable.
❓ FAQ Section
1. What are recurring invoices?
Recurring invoices are automated invoices sent at a set frequency (weekly, monthly, etc.) for customers who receive consistent services or products.
2. How do I know if my recurring invoices were sent?
You can confirm through email CC copies, the Recurring Template List report, or the customer’s transaction page.
3. Can I set up multiple recurring schedules for different customers?
Yes—each customer can have their own unique recurring schedule, frequency, and invoice template.
4. What’s the difference between recurring invoices and Autopay?
Recurring invoices send automatically.
Autopay collects payment automatically—no customer action required.
Together, they create a fully automated billing + payment system.
5. Can I turn a regular invoice into a recurring one?
Yes. Just open an invoice and click Make Recurring to convert it instantly.