Set Up Recurring Invoices

Automatically send invoices on a schedule for retainer clients.

Recurring invoices save time for ongoing client relationships. Set it once, and LUMA sends invoices automatically.

#When to use recurring invoices

  • Monthly retainer clients
  • Subscription services you provide
  • Regular consulting arrangements
  • Any predictable, repeating billing

#Create a recurring invoice

  1. Go to Invoices → Create invoice
  2. Fill in customer and line items as usual
  3. Enable Recurring
  4. Set the schedule:
    • Frequency: Weekly, monthly, quarterly, or yearly
    • Start date: When the first invoice should send
    • End date: Optional; leave blank for indefinite
  5. Review and confirm

The first invoice is created immediately or on the start date.

#What happens automatically

On each scheduled date:

  1. A new invoice is generated with updated dates
  2. Invoice number increments automatically
  3. The invoice is sent to your customer
  4. You receive a confirmation

#Managing recurring invoices

View all recurring invoices:

  1. Go to Invoices
  2. Filter by Recurring

#Edit the schedule

  1. Open a recurring invoice
  2. Click Edit recurring
  3. Change frequency, amount, or line items
  4. Save

Changes apply to future invoices only.

#Pause or stop

To stop a recurring invoice:

  1. Open the recurring invoice
  2. Click Edit recurring
  3. Set an end date or disable recurring
  4. Save

Past invoices are not affected.

#Tips

  • Review recurring invoices monthly to ensure amounts are still correct
  • Update for price changes at contract renewal time
  • Use clear descriptions so customers know what they're paying for