Recurring Invoices

Automate billing for retainer clients on a schedule.

Set Up a Recurring Invoice

1. Go to Settings → Recurring Invoices
2. Tap the + button
3. Select the client
4. Enter the recurring amount
5. Set the tax rate (if applicable)
6. Choose frequency: Weekly, Bi-weekly, Monthly, Quarterly, or Yearly
7. Set the start date for the first invoice
8. Add optional notes
9. Tap Create Recurring Invoice

Manage Recurring Invoices

From the Recurring Invoices list, you can:

• Pause — Swipe left and tap Pause to temporarily stop generation
• Activate — Resume a paused recurring schedule
• Generate Now — Create an invoice immediately without waiting for the next scheduled date
• View Details — Tap to see amount, frequency, next date, and status
• Delete — Remove the recurring schedule (existing invoices are not affected)

Auto-Generate Invoices

Enable Auto-Generate Recurring in Settings to have Wendigo automatically create draft invoices when the scheduled date arrives. This runs in the background — no need to open the app.

• When enabled, invoices are generated as drafts on the scheduled date
• The next invoice date advances automatically based on the frequency
• Generated invoices are linked to their recurring parent for tracking

Available Frequencies

• Weekly — Every 7 days
• Bi-weekly — Every 14 days
• Monthly — Same date each month
• Quarterly — Every 3 months
• Yearly — Same date each year

Edit a Recurring Invoice

1. Tap the recurring invoice in the list
2. View details including amount, tax rate, frequency, and next date
3. Use the action buttons to pause, generate now, or delete