Create & apply recurring invoice templates

Recurring invoice templates let you automate billing for clients on a regular payment schedule, including subscriptions with payment authorization. TaxDome generates and sends the invoices automatically each cycle, keeping billing consistent across all client interactions.

Create recurring invoice templates

Note

A recurring invoice template can be created by a firm owner, an admin, or any team member with Manage templates access right .

To create a recurring invoice template:

1. Go to Templates > Firm templates from the left menu bar.

2. Go to Recurring invoices.

3. Click Create template.

For more information on each field, see recurring invoice template field reference .

Apply recurring invoice templates

Recurring invoice templates could be used either while creating recurring invoices or while creating proposals .

Here’s how:

1. Create a new invoice or add an invoice to the proposal.

2. Set the Invoice type to Recurring.

3. Click the Invoice template list to expand it, then select a template and сontinue by setting up the recurring invoice. You can now make changes to the amount, tax rate, etc.

Note

Changes you make to invoices don’t affect the template used to make it.

Edit recurring invoice templates

To make changes to a recurring invoice template, follow these steps:

1. Go to Templates > Firm templates from the left menu bar, then select Recurring invoices. Next, click on the recurring invoice template name in the list.

2. Make changes to the recurring invoice template, then click Save & Exit.

For a description of each field, see recurring invoice template field reference .

Duplicate recurring invoice templates

To create a new recurring invoice template from an existing one, click three dots to the far right of the recurring invoice template, then select Duplicate from the drop-down. The recurring invoice template copy will be saved with a suffix (e.g., Form1040 (2)).

Delete recurring invoice templates

To remove a recurring invoice template completely:

1. Click the three dots to the far right of the recurring invoice template name.

2. Select Delete from the drop-down.

3. Click Delete again to confirm.

Reference: Recurring invoice template list columns

To sort templates, click the up/down arrow next to the Payment authorization column header. To show or hide columns, click the gear icon at the top right of the table.

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