Recurring Invoices – GoodBooks Software, LLC

Anything you bill on a schedule — monthly rent from the tenant congregation, quarterly sponsorships, annual dues — can bill itself. A recurring invoice is a template plus a schedule: on each billing day GoodBooks creates the invoice, finalizes it, and (if you want) emails it with its online payment link, all before you've had coffee.

Availability: Foundation plan and up. Left menu: Recurring Invoices.

Setting up a schedule

Click New Recurring Invoice. The top half is a normal invoice — customer, Bill To, memo, and line items. The bottom half is the schedule:

Field	What it means
Repeats	Monthly, Quarterly, Semi-annual, or Annual.
Next Invoice Date	The first billing date — and future invoices bill on this day of the month. A schedule anchored on the 31st bills on the last day of shorter months without drifting.
Payment Terms (days)	Sets each invoice's due date; default 30, and 0 means due upon receipt.
End Date (optional)	The schedule stops after this date. Leave blank to run until you pause it.
Email each invoice automatically	On by default. Each generated invoice is emailed to the customer with its PDF and online payment link. Turn it off to have invoices finalized but left for you to print or send.

Click Save Schedule.

What happens on billing day

The invoice is created dated the scheduled day with its own invoice number, finalized, and (if auto-email is on) sent — exactly as if you'd clicked the buttons yourself.
It appears on the regular Invoices page like any other invoice; record payments there, and online payments record themselves.
The schedule's Next Invoice date rolls forward one period.

The list page shows every schedule with its next date, the count of invoices generated so far, and whether it auto-emails.

Pausing, changing, ending

Pause / Resume — the button on the list row. A paused schedule generates nothing but keeps everything for later.
Edit — change lines, price, terms, or cadence any time; the changes apply from the next invoice onward. Invoices already generated are untouched.
End — set an End Date; when it passes, the schedule pauses itself.

Schedules aren't deleted — pausing keeps the history of what was billed, which is exactly what you want when the sponsor calls with a question.

Good to know

Each generated invoice counts toward your plan's monthly invoice allowance. If you're at the cap on a billing day, the schedule waits and bills as soon as it can — keep an eye on the usage badge if you run close to the limit.
If billing was interrupted (say the schedule was paused across a due date), it catches up one period per day rather than dumping every missed invoice at once.
Membership dues have their own automation that tracks each member's renewal date — use automatic renewal invoicing for members, and recurring invoices for everything else.