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Set up recurring invoices

For retainers, subscriptions and rent, Tyms can issue the same invoice on a schedule and remind customers automatically.

Create a recurring invoice

  1. Go to Revenue → Recurring Invoices and click Create Recurring Invoices.

  2. Fill in Document details: Title, Currency, Customer (required) and, optionally, CC emails (e.g. [email protected]).

  3. Add your Line items.

  4. Set the Schedule:

    • Start date and an optional End date.

    • Frequency (e.g. Months) and Every (e.g. every 1 month).

    • Payment due in (days).

  5. Under Reminders & email, choose Remind on due date, Remind before due date and/or Remind after due date.

  6. Click Save as.

    Recurring invoice schedule

Turn an existing invoice into a recurring one

  1. Open the invoice and click Actions → Convert to recurring. Line items are copied automatically.

  2. Give the schedule a Name.

  3. Choose how it starts under Start as: for example, Draft (saved, not issued yet).

  4. Set the dates, frequency and reminders.

    Convert to recurring

The Recurring Invoices list shows each schedule's Next issue date, Frequency, Status and Amount.

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