Recurring invoices

For retainers and repeat service (weekly cleanings, monthly maintenance):

1. In the invoice builder, set Invoice type to Recurring and pick Weekly, Monthly, Quarterly, or Yearly.
2. Send it like any invoice.

From then on, HoundBell creates a fresh copy on schedule, with a new invoice number and a 14-day due date, and emails it to the client automatically. Each copy is a normal invoice the client pays individually, and copies are labeled “auto-generated” in your list. The original shows a repeat badge (for example “↻ monthly”).

Control it from the Invoices tab: Stop ends the schedule (history stays), and Resume restarts it, with the next copy one interval from today. If the client has no email on file, the copy is saved as a draft for you instead of being sent blind.