Start with the agreed customer, price, currency, tax treatment and interval. Pepper supports daily, weekly and monthly recurring schedules.
Choose the review step
A fixed service can repeat the same lines. Work that changes each period needs a person to review the amount. Choose draft creation for that review. Enable automatic issue and sending only for agreed repeat work.
Each invoice keeps its currency. A EUR retainer and a USD retainer keep separate balances. Currency conversion stays with your accounting process.
Check the first run
- Confirm the lines and payment terms with the customer.
- Check the business timezone under Regional defaults in Settings > Company.
- Set the schedule interval, first date and delivery choice.
- Check month-end behavior in the recurring invoice manual.
- Confirm that cron runs and email settings work.
- Inspect the first draft or issued invoice, its delivery state and its remaining balance.
Automatic sending uses the email outbox. Mail-server acceptance does not prove that the message reached the customer’s inbox. Review an unknown delivery result before sending again.
Invoices and payments stay separate
A recurring invoice is not a recurring card charge. Pepper does not process subscription payments or track prepaid hours. Record the payment after your business receives it, and use reminders for unpaid invoices.
Follow the recurring invoice setup steps in your installation. To inspect existing records first, explore the read-only demo.