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Recurring invoices

Business and up

A schedule that creates a draft on the day, for you to check and send.

  1. Recurring → New schedule: frequency, first run date, and the lines.
  2. On its day, at the hour set in Settings → Notifications → Schedule, Todah creates a draft and emails you that it did.
  3. Check the draft and Send. Nothing goes to a client automatically.

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Also in Invoices and quotes

  • Create and send an invoice
  • Quotes, acceptance and converting to an invoice
  • Payment reminders and the schedule
  • Credit notes
  • Products and saved line items

Still stuck? Write to us or email support@todah.ca — a person replies, usually within a working day. The FAQ covers plans, prices and the questions people ask before they sign up.

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