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 stay separate; Pepper does not invent an exchange rate to combine them.
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.