How to set up recurring invoices

If you do business with the same customer regularly — think retainers, subscriptions, or rentals — recurring invoices save you from recreating the same thing again and again. Set it once, and stub takes care of the sending.

Where to find it

Recurring invoices live inside each invoice — right where you edit it.

1. Go to Sales in the sidebar.
2. Open an existing invoice (or create a new one).
3. Fill in the usual details — customer, items, totals, due date.
4. On the left-hand side of the invoice editor, you'll see the Settings panel — that's where your toggles for Purchase Order, Discount, Deposit, Installments, and Bank account live.
5. Below those settings and the currency selector, you'll see two drop downs: Repeat and Payment reminders. Both default to None.
6. Tap the Repeat dropdown.

Set your repeat schedule

When you tap the dropdown, you'll see your frequency options:

• None (default — no repeating)
• Daily
• Weekly
• Monthly
• Yearly

Pick one, and stub opens up the details for you to customise:

• Time — Choose the hour and minute the invoice gets generated and sent. Default is 08:00.
• Ends after [X] invoices — Set how many invoices stub should generate before stopping. For example, 12 invoices for a year-long monthly retainer.

For weekly, you'll also see:

• Every [X] weeks — Set the interval. Every 1 week? Every 2 weeks?
• On — Pick which day(s) of the week. Monday? Wednesday?

Hit Update to save your schedule.

Example: You have a monthly retainer client paying R5,000. Set it to Monthly, ending after 12 invoices. stub sends a fresh invoice on the same day every month for a year.

Example: You teach a weekly class. Set it to Weekly, every 1 week, on Monday, ending after 48 invoices. A year of weekly invoices, sorted.

💡 This is a per-invoice setting. You configure recurring on the specific invoice you want to repeat, not from a global settings page.

What your customer gets

Each recurring invoice looks just like a normal one — same branding, line items, and payment options. To them, nothing feels "automated."

Managing recurring invoices

• Stop or change it: Open the invoice, tap the Repeat dropdown on the left, change the frequency or set it back to None, and hit Update.
• Track status: Each recurring invoice gets its own status (Draft, Sent, Viewed, Paid, Overdue).
• Keep it compliant: Each invoice generated has its own unique, sequential invoice number, as required by SARS.

Tips for recurring invoices

• Double-check all details before selecting a repeat frequency — errors will copy forward.
• Use clear due dates so customers know what to expect.
• If your fees change, update the invoice. stub won't adjust amounts automatically.
• Set a realistic "Ends after" number so you don't forget to renew when the contract extends.

Why recurring invoices help your business

• Steady cash flow: Predictable invoicing means predictable income.
• Less admin: No need to rebuild invoices every week or month.
• Fewer slip-ups: You won't forget to invoice and miss out on income.

Why this matters: Regular work should mean regular income. Recurring invoices make sure you actually get it.