Overview 

Recurring Invoices let you automate billing for repeat customers, so you don’t have to manually create and send the same invoice each billing cycle. This feature is available without restrictions to Bluevine users on Plus and Premier plans. However, users on a Standard plan can only create recurring invoices when autopay is enabled. For information on how to set up autopay for recurring invoices, refer to this process.

What Are Recurring Invoices?

Recurring Invoices are automated invoices sent on a schedule you define — daily, weekly, monthly, or yearly. Each invoice includes its own unique payment link or PDF, depending on how it's sent.

With Recurring Invoices, you can:

• Choose how often invoices are sent

• Set custom due dates for each invoice

• Define how long the recurring series should run (end after a number of invoices, on a specific date, or continue indefinitely)

How to Create a Recurring Invoice

1. Sign in to your Bluevine dashboard

2. Navigate to Sales then Invoices on the left-hand menu

3. Select Create Invoice

4. Under Frequency, choose one of the following:

   • One-time

   • Daily

   • Weekly (e.g., every Monday)

   • Monthly (e.g., the 25th of each month)

   • Yearly (e.g., same date every year)

5. Choose a Start Date and Due Date

   • If you select the last day of the month, all future invoices in the series will follow that pattern

   • If you pick a custom due date, the system will automatically apply the same net terms for each invoice

6. Set an End Option:

   • After a specific number of invoices

   • On a specific date

   • No end date

7. Choose how each invoice will be sent:

   • Email – Recommended. Bluevine will email invoices on your behalf

   • SMS – Recommended. Bluevine will send via text (only if your customer has consented)

   • Unique URL – Not recommended. You must manually send each invoice

   • PDF – Not recommended. You must manually send each invoice

8. Click Save and Send

How It Works

Each invoice is created one day before its scheduled send date and appears in your dashboard as a Draft. On the send date:

• Email and SMS: The invoice is updated to Unpaid and sent automatically

• Unique URL and PDF: The invoice is updated to Unpaid but must be manually sent

To view upcoming invoices in a series, open the invoice details and select View Invoice Schedule. You can view up to five upcoming invoices at a time.

Invoice Numbers

Each recurring invoice is automatically assigned a series number. Example:

• First invoice: INV-1001-01

• Second invoice: INV-1001-02

• And so on

In this example, INV-1001 is the base invoice number, and -01, -02, etc., are the automatically generated suffixes used to track each invoice in the recurring series. You can edit the base number, but the suffix cannot be changed.

Editing or Deleting Recurring Invoices

Recurring Invoices cannot be edited once created.
To remove a recurring invoice, go to Quick Actions in the invoice details panel and select:

• Delete this invoice only, or

• Delete this and all following invoices

Note: If you update an item or customer profile, the changes will not apply to invoices that have already been created in a recurring series.

Downgrading Your Plan

• If you plan to downgrade from a Bluevine Plus or Premier plan to Standard, you must cancel any active recurring invoices first.

Need Help?

• If you have questions about setting up, managing, or canceling recurring invoices, we’re here to help. Visit the Help Center for additional resources, or contact Bluevine Customer Support for direct assistance.