Infinity3 Help Centre

Generate invoices on a schedule for regular services or repeat billing.

Before you start

You’ll need permission to manage invoices, the customer’s details and an agreed billing schedule. Check for an existing schedule or subscription charging for the same service.

Create the schedule

1. Open Payments → Invoices & Estimates.
2. Select New → New Recurring Invoice.
3. Select the customer and add the products or services.
4. Review amounts, currency and configured taxes or discounts.
5. Set How often?, the start date and an appropriate end condition.
6. Review delivery, due-date and any advance-sending settings shown.
7. Preview the invoice, check the schedule and use the available scheduling control to activate it.

For example, review the first billing date and end condition carefully for a monthly service with a fixed term.

Check collection separately

A recurring invoice schedule generates bills. Review any Auto-pay setting separately; scheduling an invoice alone does not confirm that payment will be collected automatically.

Check the first generated invoice and its payment status.

Stop future invoices

Open Payments → Invoices & Estimates → Recurring. Find the schedule, open its three-dot menu and select End when future invoices should stop.

Voiding an individual invoice does not end the recurring schedule. Review outstanding invoices separately.

Contact Infinity3 with the schedule and invoice references if dates, charges or statuses look incorrect.